Review Stripe payment methods from a Zendesk case
Have Notis retrieve the payment methods for the customer tied to a payment support case, then report the findings.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Payment troubleshooting can drag on when support details and saved payment methods are in different places.
- Reduce manual searches during payment troubleshooting
- Bring relevant payment method context to follow-up
- Keep results in one report channel
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Stripe once in the Notis portal.
- 2Create an automation with an instruction to identify the Stripe customer and list their relevant payment methods.
- 3Pick the New Zendesk Ticket trigger for the payment support view.
- 4Choose where reports go and test with one real ticket and customer.
Questions about this workflow
Can the action filter payment method type?
Yes. The action supports type filtering and pagination. Mention the relevant type in your prompt when appropriate.
Does it update payment methods?
No. It lists payment methods for a given Stripe customer.
What if the customer match is uncertain?
Instruct Notis to flag the uncertainty in the report and ask for follow-up rather than use a guessed customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Stripe. A trigger fires from one place; an action lands in another.
Zendesk triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New User Created
Triggered when a new user is created in Zendesk.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Zendesk and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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