Find Agile CRM contacts without a Stripe customer record
Review the contacts that are expected to be billable and see which ones appear to lack a Stripe customer record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
A founder can miss billing setup for a customer when CRM and Stripe records are maintained in separate workflows.
- Highlight contacts that may need customer setup.
- Use Stripe's customer list and filters as available for the account.
- Make data gaps explicit for a quick review.
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 compare the Agile CRM contact list you provide with Stripe customers and report likely contacts without a matching customer record.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real list and confirm the matching approach using known records.
Questions about this workflow
Can the workflow fetch the Agile CRM contact list?
No Agile CRM read action is listed. Supply the contact list in the request or arrange for an existing process to provide it.
How should contacts be matched?
Use a reliable identifier available in both lists, such as email, and ask Notis to flag ambiguous results instead of assuming a match.
Will it create missing customers automatically?
No, this workflow reports possible gaps. Use the separate customer creation workflow when a contact is ready for billing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.