See subscription context alongside Agile CRM accounts
Give your account review a billing snapshot by supplying relevant customer IDs and asking Notis to retrieve their Stripe subscriptions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Preparing an account review means switching between CRM notes and Stripe just to understand a customer's subscription status.
- Bring subscription status into a regular account review.
- Focus the query on customers represented in the supplied Agile CRM data.
- Spot missing customer IDs or subscription records for follow-up.
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 Stripe subscriptions for the customer IDs in the Agile CRM account data you provide and summarize status and relevant dates.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run the review with one real account list and check the reported subscription details.
Questions about this workflow
Where do the customer IDs come from?
Provide Stripe customer IDs alongside the Agile CRM account data. The listed Stripe action can filter subscriptions by customer.
Can the workflow predict churn?
It can summarize subscription information returned by Stripe, but it has no churn history or business baseline unless you supply those signals and define the criteria.
Does the schedule pull CRM account data automatically?
No Agile CRM trigger or read action is listed here. Supply the account data or have an existing process deliver it to Notis.
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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