Bring current Stripe balance into your cash review
Add the connected Stripe account balance to your regular cash check, with the notes you provide to keep the review grounded.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Cash reviews take extra effort when payout and balance context must be fetched separately from customer and sales notes.
- Retrieve current balance details from the connected Stripe account.
- Include supplied cash review context in one report.
- Keep the report focused on actual returned balance data.
Setup
Build it in a few focused steps.
- 1Connect Stripe and provide any Agile CRM cash review context you want considered in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve the connected Stripe account balance and summarize it with the cash review notes you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run once and compare the report with the balance shown in Stripe.
Questions about this workflow
Does this provide a full company cash position?
No. It retrieves the connected Stripe account balance. Add other account balances or cash context yourself if you need a broader view.
Does it read Agile CRM automatically?
No Agile CRM read action is listed. Include any account or pipeline context you want reflected in the report.
Can I choose a schedule?
Yes. Select a recurring schedule in the Notis automation setup and use a cadence that fits your review.
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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