Instant Customer Lookup Without Leaving Your Chat
Just tell Notis 'Find customer [name/email]' and get a instant report—no dashboard hunting, no tab switching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
A customer asks about their account mid-conversation. You have to stop, open Stripe, search, remember their details, then come back. That's three context-switches for one question.
- Instant customer data in your active chat channel
- Eliminates the need to open Stripe dashboard mid-conversation
- One less context-switch when handling customer inquiries
- Works via email, Slack, Telegram—whatever you're already using
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Create a webhook automation: 'When someone asks you to find a Stripe customer, search by email and return their subscription status, recent charges, and account balance.'
- 3Set the trigger to 'Webhook' (Notis will send you a URL to reference in external tools).
- 4Choose your notification channel.
- 5Test it: message Notis 'Search for customer john@example.com' and it returns results instantly.
Questions about this workflow
What info is returned in a customer lookup?
Email, subscription status, most recent charge, account balance, and payment methods on file. Ask for more details if needed.
Can I integrate this into my support tool?
Yes. Many support platforms (Intercom, Zendesk, Help Scout) allow webhook integrations. Use the Notis webhook URL to trigger customer lookups directly from tickets.
Is there a rate limit on lookups?
No artificial limits. Stripe API limits apply, but for normal support and sales use, you'll never hit them.
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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