Prepare renewal conversations with current subscription details
Bring the subscription record into renewal prep with a single lookup using the Stripe subscription ID in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve subscription
Retrieves detailed information for an existing stripe subscription using its unique id.
Why this helps
Renewal preparation becomes fragmented when subscription details require a separate search from the account context.
- Retrieve current subscription details using a known ID.
- Reduce manual context switching before a renewal conversation.
- Keep missing identifiers and lookup errors visible.
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 subscription identified in each renewal webhook request and summarize details useful for the conversation.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real renewal request and verify the returned subscription.
Questions about this workflow
Which ID does this use?
Include the unique Stripe subscription ID in the request.
Can the workflow renew or change the subscription?
No. It retrieves subscription details for planning. Changing a subscription requires a separate action and explicit instructions.
Will it retrieve the Agile CRM renewal record too?
No Agile CRM trigger or read action is listed here. Include the renewal context you want Notis to consider.
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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