Catch duplicate Stripe customers before billing
Get a focused review of possible customer duplicates using Agile CRM contact details and Stripe search, without reopening both systems for every check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Similar contact records across CRM and billing tools can make it hard to know whether a customer already exists in Stripe.
- Surface likely matches before creating another Stripe record.
- Review unmatched contacts in a scheduled report.
- Keep the comparison grounded in contact data you provide.
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.
- 3In one instruction, ask Notis to compare the Agile CRM contact list you provide with Stripe customer search results and report likely matches and unmatched contacts.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it once with a real contact list and review the matches in the report.
Questions about this workflow
Can Notis read all Agile CRM contacts on its own?
No Agile CRM trigger or read action is listed for this package. Supply the contact list or arrange for your existing process to provide it to Notis.
How does the match work?
The instruction can ask Notis to use available contact information such as email when searching Stripe. Missing or ambiguous data should be called out for review.
Does this workflow merge customer records?
No. It searches and reports possible matches so you can decide what to do.
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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