Look up customer details right from Slack
Type a customer name in Slack, and Notis instantly retrieves their full Stripe profile—subscriptions, charges, everything.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Looking up customer details requires logging into Stripe separately, breaking focus and slowing support workflows.
- Get customer data without leaving Slack
- Speed up support and sales conversations
- Reduce context-switching and friction
- See full customer history in one lookup
Setup
Build it in a few focused steps.
- 1Connect Slack and Stripe to Notis.
- 2Create an automation: name it 'Customer Lookup', use this prompt: 'When someone mentions a customer name in a Slack channel message, look up that customer in Stripe and post their profile, subscriptions, and recent charges back to the channel', choose 'Channel Message Received'.
- 3Notis will monitor messages for customer names and match them to Stripe customers.
- 4Run a test by posting a customer name in your channel; Notis will respond with the profile.
Questions about this workflow
How does Notis know which customer I'm asking about?
Mention the customer's name or email explicitly in your message, e.g., 'What's the status for jane@example.com?' or 'Look up John Acme'.
What if multiple customers have the same name?
Include the email or company name to disambiguate, e.g., 'John from Acme Corp' or 'jane@acmecorp.com'.
Will customer data be visible to all team members in the channel?
Yes, be mindful of who's in the channel when posting sensitive customer info. Consider using private channels for financial details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Stripe. A trigger fires from one place; an action lands in another.
Slack triggers
Stripe actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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`.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
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
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