Bring Stripe customer details into an account review
Get the Stripe profile details you need alongside a supplied Agile CRM account request, without hunting for the customer record by hand.
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
A founder preparing for a customer conversation may have account notes in Agile CRM but lack the billing profile context in front of them.
- Retrieve profile details using a known customer ID.
- Reduce manual searching before an account conversation.
- Keep missing IDs visible in the run report.
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.
- 3In one instruction, ask Notis to retrieve the Stripe customer profile for the customer ID in each account review webhook request and summarize useful details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one account review request with a real Stripe customer ID and inspect the report.
Questions about this workflow
What identifier is needed?
Provide the Stripe customer ID. The listed action retrieves a customer using its unique ID.
Will this include subscription history?
This action retrieves customer details. To inspect subscriptions, use a separate workflow that lists subscriptions for the customer.
Can the request start from an Agile CRM event?
No Agile CRM trigger events are listed. Start it with a Notis webhook request from your existing account review process.
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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