See invoice follow-up for your Agile CRM accounts
Get a concise view of invoice records for selected accounts so payment follow-up does not disappear into another system.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Open invoices can be missed when the billing picture lives in Stripe and the relationship context lives in Agile CRM.
- Bring invoice records into a scheduled account review.
- Focus the check on customer IDs from selected accounts.
- Report invoice details that need a human decision.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to list Stripe invoices for the customer IDs in the Agile CRM account data you provide and summarize open or otherwise noteworthy invoices.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it with one real account list and validate the invoice summary.
Questions about this workflow
Will this send invoice reminders?
No. It lists invoices and summarizes results for follow-up. Sending reminders is not among the listed Stripe actions.
How are account records supplied?
Include customer IDs and any account context you want considered. Agile CRM does not expose a listed trigger event in this package.
Can it cover invoices for subscriptions?
The invoice listing action supports filtering. State the customers or invoice criteria you want reviewed and confirm the report uses the returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Stripe. A trigger fires from one place; an action lands in another.
Agile CRM 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.
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.
Agile CRM and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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