Auto-Search for Existing Customers When Leads Arrive
Lead arrives via form. Notis searches Stripe. You instantly know if they're a repeat customer or new prospect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
A lead fills out a form and you don't know if they're already a customer. You end up recreating records or missing upsell opportunities.
- Know instantly if an incoming lead is already a customer
- Spot upsell opportunities for existing customers
- Avoid creating duplicate customer records
- Prioritize new vs. returning leads in your sales process
Setup
Build it in a few focused steps.
- 1Connect your form tool (or custom webhook) and Stripe to Notis.
- 2Create an automation: 'When a new form is submitted via webhook, search Stripe for the customer by email or name.'
- 3Configure your form to send data to Notis's webhook URL.
- 4Select the trigger 'Notis Webhook' and set your notification channel.
- 5Test by submitting a form and confirming Notis returns customer results.
Questions about this workflow
What if the email in the form doesn't exactly match Stripe?
Notis uses Stripe's search query language, which is fuzzy. It'll find customers with similar emails or names even if they don't match exactly.
What gets returned in the search result?
Stripe customer ID, name, email, phone, company, subscription status, and recent payment history.
Can it automatically decide what to do (create new vs. update)?
Yes. If a match is found, Notis can notify you to upsell or renew. If no match is found, it can trigger customer creation automatically.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
File Created
Triggers when a new file is created in Google Drive.
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 Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in 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.
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 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`.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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