Spot payment intent issues before they become dropped follow-ups
Get a recurring review of payment intent activity, with account context supplied from Agile CRM to make the next step clearer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List payment intents
Retrieves a list of stripe paymentintents, optionally filtered and paginated using paymentintent ids as cursors.
Why this helps
Payment problems can sit unnoticed when intent records are separate from the customer relationship notes used to plan follow-up.
- See payment intent activity in a scheduled review.
- Connect transaction findings with supplied account context.
- Make missing IDs and unclear cases visible in the 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.
- 3Ask Notis to list Stripe payment intents and summarize items needing attention against the Agile CRM customer context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once with a real review window and account context, then inspect the results.
Questions about this workflow
What counts as an exception?
Define the statuses or circumstances you want Notis to highlight. The workflow should use returned payment intent data and any criteria you specify.
Can this automatically retry failed payments?
No. This workflow lists and summarizes intents. Retrying or modifying payment intents is outside its action.
Does it pull account context from Agile CRM?
No source read action is listed. Provide the account context or have an existing process send it to Notis.
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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