Close the loop on refund follow-up
Review recent refunds against the case details you provide from Agile CRM, then get a concise list of cases that need a customer update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Refunds
Lists stripe refunds, sorted by creation date descending (newest first), with optional filtering by charge or payment intent and pagination support.
Why this helps
After a refund is issued, it is easy to lose track of which customer still needs a confirmation or case note.
- Review recent refund activity in one report.
- Identify cases that need a customer confirmation.
- Keep decisions tied to actual refund records and supplied case context.
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 refunds and compare them with the Agile CRM case details you provide, reporting cases that need follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once with real case details and review the refund matches and follow-up list.
Questions about this workflow
Does this read Agile CRM support cases automatically?
No Agile CRM trigger or read action is listed in this workflow package. Supply relevant case details for the review.
Can Notis tell whether a refund has reached the customer's bank?
The listed refund action retrieves Stripe refund records. It cannot confirm a bank's posting timeline beyond the status and details returned by Stripe.
What counts as recent?
Describe the time window in your instruction and provide any needed date context. The action supports filtering and pagination, and the report should surface any missing context.
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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