Automatically Retrieve Customer Data Before Client Meetings
Notis pulls the full customer profile from Stripe five minutes before your meeting starts—billing history, contact info, payment methods, everything—and sends it straight to you. Walk in fully prepared, zero switching costs.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A meeting is starting, and you need to reference the customer's payment history or contact details, but you're already on the call. You either leave to look it up or go in blind.
- Complete customer context without leaving your meeting
- Avoid awkward pauses to look up customer data
- Answer billing questions immediately with current information
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Stripe to Notis.
- 2Create an automation: 'When an event is starting soon, retrieve the complete Stripe customer profile and send it to me.'
- 3Set your trigger to 'Event Starting Soon' with your preferred advance notice (e.g., 10 minutes).
- 4Choose your notification channel (email, Slack, Telegram) and test with a real upcoming meeting.
Questions about this workflow
What details are included in the customer profile?
Email, name, payment methods, billing history, subscription status, and custom metadata. Customize which fields you want in your prompt.
How does Notis match the calendar event to the Stripe customer?
By matching attendee names or emails to Stripe records. You can also manually specify customer IDs in your automation.
Can I include invoice or subscription data too?
Yes. Ask Notis to include recent invoices, pending charges, or renewal dates alongside the customer profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Stripe. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Stripe actions
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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`.
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
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.
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When this happens · Trigger
Do this · Action
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