Find customer profile gaps before billing follow-up
Check known Stripe customers against the contact context you provide and make profile gaps easier to spot before billing work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Incomplete customer profiles can slow billing communications when the team discovers missing contact details at the last moment.
- Review profile completeness for selected customers.
- Surface missing data for a human to confirm.
- Avoid searching customer records one by one.
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 retrieve each Stripe customer profile for the customer IDs in the Agile CRM billing contact data you provide and report missing contact details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with real customer IDs and verify the profile gaps in the report.
Questions about this workflow
What customer data should be checked?
Specify the contact details relevant to your billing process, such as email or name, and supply any Agile CRM context to compare.
Does this change customer profiles?
No. It retrieves profiles and reports gaps. Use the customer update workflow when you have confirmed corrections.
Can it cover every CRM billing contact automatically?
No Agile CRM read action is listed. Supply the contact data and Stripe customer IDs for the review.
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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