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Notis

Find Stripe customers from Zendesk account tickets

Ask Notis to search Stripe for the customer behind an account ticket and share the matches for a quick review.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Search Stripe customers

Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.

Why this helps

Support can get stuck when account details in a ticket do not immediately connect to the right Stripe customer record.

  • Reduce time spent searching billing records
  • Make uncertain matches visible for review
  • Keep lookup findings in the run report

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Stripe once in the Notis portal.
  • 2Create an automation with a prompt to search Stripe customer records using available ticket details and report possible matches.
  • 3Pick the New Zendesk Ticket trigger for account support tickets.
  • 4Choose a report channel and test using one real ticket with known customer details.

Questions about this workflow

How does the search work?

The action searches using a query that follows Stripe's search query language. Tell Notis what details from the ticket it should use.

Will it choose a match automatically?

Instruct Notis to report likely matches and surface ambiguity for review if the available details do not establish a confident match.

Does this create a customer?

No. This workflow searches existing Stripe customers.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

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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