Keep Stripe customer details in step with Agile CRM
When contact details change, send the update to Notis and keep the corresponding Stripe customer record current with a clear instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing stripe customer, identified by customer id, with only the provided details; unspecified fields remain unchanged.
Why this helps
A changed email or business name in the CRM can remain outdated in Stripe when nobody remembers to update both records.
- Reduce manual edits across CRM and billing records.
- Use the known Stripe customer ID to target the intended record.
- Get a report when required information is missing.
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 only the provided details on the Stripe customer identified by the customer ID in each webhook request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real contact change with its Stripe customer ID and inspect the result.
Questions about this workflow
How does Notis know which Stripe customer to update?
Include the Stripe customer ID in the webhook request. The listed update action requires an existing customer ID.
Will missing fields be cleared?
The Stripe action updates only the provided details, so unspecified fields remain unchanged. State clearly which supplied details should be updated.
Can this handle a change without a Stripe customer ID?
The workflow needs an existing ID to target the right customer. Have Notis report requests that lack one for manual follow-up.
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.