Auto-Create Customers From Form Submissions
Form submitted and saved to Drive. Stripe customer created. No manual copying of contact info needed.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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
Clients fill out intake forms, you save them to Drive, then manually re-enter their details in Stripe. It's repetitive and error-prone.
- Eliminate manual data re-entry from forms to Stripe
- Reduce typos and errors in customer records
- Customers are ready for billing as soon as they submit forms
- Scale customer creation without adding manual work
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Stripe to Notis.
- 2Create an automation: 'When a new file matching my form submission pattern is created in Drive, create a Stripe customer with their details.'
- 3Define your pattern (e.g., files named 'Intake_*' or files in your 'New Clients' folder).
- 4Select the trigger 'New File Matching Query' and set your alert channel.
- 5Test by creating a form submission file and confirming the customer appears in Stripe.
Questions about this workflow
How specific should my query pattern be?
You can use wildcards like 'Intake_*' or search by folder. Notis supports Google Drive's native query language, so be as broad or specific as you need.
What if the form doesn't have all required fields?
Notis creates the customer record with whatever data is available (email and company name are most important) and alerts you if critical fields are missing.
Can it extract data from different form formats?
Yes. Notis can parse Google Forms submissions, PDFs, spreadsheets, and Docs. You just describe the data structure in your automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Stripe. A trigger fires from one place; an action lands in another.
Google Drive triggers
Stripe actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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.
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When this happens · Trigger
Do this · Action
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