Complete Customer Profile in One Request
Ask Notis 'Get customer [name/email]' and get their full Stripe profile—subscriptions, invoice history, charges, everything.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Understanding a customer's billing history requires clicking through three Stripe pages. Their subscription status is on one page, invoices on another, recent charges on another. That's fragmented and error-prone.
- All customer billing data in one report—no page-hopping
- Faster support responses when customers ask about their account
- See the full story: what they subscribe to, what they've paid, any past issues
- Useful for both customer support and your own operations reviews
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Create a webhook automation: 'When asked for a customer profile, retrieve their Stripe record including: active subscriptions, recent invoices (last 3 months), payment methods on file, and account balance.'
- 3Set trigger to 'Webhook'.
- 4Pick your notification channel.
- 5Test: message Notis 'Profile for customer jane@example.com'.
Questions about this workflow
How much history is included?
By default, the last 3 months. Update your prompt to 'last 12 months' or 'entire history' if you need more data.
Can I get customer contact info?
Yes. Update your prompt to include: 'Also show their company name and contact phone number if available.'
What if a customer has multiple subscriptions?
Notis lists all of them. You'll see every active subscription, when they renew, and what they're paying.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Stripe. A trigger fires from one place; an action lands in another.
Hubspot triggers
Stripe actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
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.
Not just Hubspot and Stripe. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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