Answer payment questions with a Stripe intent lookup
Start with the payment intent ID already tied to the case and bring its Stripe details into a quick Notis report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve payment intent
Retrieves a paymentintent by its id; `client secret` is required if a publishable api key is used.
Why this helps
When a customer asks about a payment, finding the correct intent in Stripe can delay a clear support response.
- Retrieve payment status context using the intent ID.
- Reduce time spent searching Stripe during case handling.
- Flag requests that need an identifier or additional 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 retrieve the Stripe payment intent for the intent ID in each webhook request and summarize details relevant to the case.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real support case and confirm the payment details are useful.
Questions about this workflow
What does the webhook need?
Include the Stripe payment intent ID. If a publishable API key is used, the action also requires the client secret.
Can it complete an incomplete payment?
No. This workflow retrieves payment intent details. Confirming an intent is a separate Stripe action with its own requirements.
Can this start from an Agile CRM event?
Agile CRM exposes no trigger events in this context. Start the automation through a Notis webhook request.
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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