Check a refund record without leaving the support workflow
Use the refund ID from the case to pull current Stripe details into a concise report for your next customer update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve a refund
Retrieves details for an existing stripe refund using its unique `refund id`.
Why this helps
Support teams can waste time searching transaction history when a refund follow-up only needs the specific refund record.
- Retrieve a specific refund with its unique ID.
- Speed up customer follow-up on existing refunds.
- Keep the case reference and run result together.
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 retrieve the Stripe refund identified by the refund ID in each webhook request and summarize the returned status and details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real refund ID from a case and check the result.
Questions about this workflow
What does the request need?
Include the unique Stripe refund ID.
Can this create a refund?
No. It retrieves details for an existing refund. Use a separate workflow to create an approved refund.
Will it update the Agile CRM case?
No. The available action retrieves the refund and reports its details; an Agile CRM update action is not listed.
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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