Create customer records for qualified attendees
Give Notis your qualification rule and let it prepare Stripe customer records from eligible meeting attendees.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Customer setup can lag behind a meeting, leaving follow-up and billing work waiting on a manual record.
- Create customer records soon after qualifying meetings.
- Use participant email as a practical contact detail when present.
- Avoid creating records for attendees who do not meet your criteria.
Setup
Build it in a few focused steps.
- 1Connect Zoom and Stripe once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and name it.
- 3Tell Notis which attendees qualify and to create a Stripe customer only when an email is present; include any customer details Notis should use when available.
- 4Pick New Meeting Participant as the trigger and choose where run reports go.
- 5Test with one real participant report and verify the created customer.
Questions about this workflow
How does Notis know who qualifies?
State your criteria in the instruction, such as a specific meeting or participant category available in the report. Do not rely on fields the report does not provide.
What happens when there is no email address?
Tell Notis to report the missing email and skip customer creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Stripe. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
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.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
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.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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`.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.