Carry approved subscription changes into Stripe
When a customer change is confirmed, send the subscription ID and instructions to Notis so the update is applied and reported.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Subscription
Updates an existing, non-canceled stripe subscription by its id, ensuring all referenced entity ids (e.g., prices, coupons) are valid and automatic tax liability is correctly specified if enabled.
Why this helps
Subscription changes can be delayed when the approved customer request and the billing action are handled in separate places.
- Connect an approved account request to its billing update.
- Target an existing subscription with its Stripe ID.
- Get a report to review update results and missing details.
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.
- 3Tell Notis to update the existing Stripe subscription identified in each webhook request according to the approved change instructions included there.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one approved real change and confirm the subscription update in Stripe.
Questions about this workflow
What needs to be included in the request?
Include the Stripe subscription ID and a clear description of the approved change. Any referenced price or coupon IDs must be valid.
Does this cancel a subscription?
It updates an existing non-canceled subscription. For cancellation, use the separate cancellation action and specify the intended timing.
Can Agile CRM trigger the update directly?
Agile CRM has no listed trigger events in this context. Have your existing approval process send the request to the Notis webhook.
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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