Review recent payment activity alongside account context
Make recent charge activity easier to review by pairing Stripe's records with the Agile CRM context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Account teams may not know whether a recent payment was successful without switching from CRM into Stripe and searching transactions.
- Summarize recent charge activity in a recurring report.
- Use supplied account context to make transaction results actionable.
- Surface ambiguous records for a closer look.
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 recent Stripe charges and summarize relevant activity against the Agile CRM account context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once with real account context and review the charge summary.
Questions about this workflow
Can it list charges for a supplied customer?
The action retrieves charge lists with filtering and pagination. Specify the filters you need in your instruction and provide customer context.
Can it compare against all Agile CRM accounts automatically?
No Agile CRM read action is listed. Supply account context or have an existing process provide it to Notis.
How far back does recent mean?
Specify your desired time window and provide any date context needed. The report should call out if the query does not return enough information.
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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