Turn an Agile CRM refund request into a Stripe action
Capture the refund request once, then let Notis use the provided Stripe transaction ID and instruction to create the refund and report back.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Why this helps
Refund requests can get buried between support notes and billing work, delaying customer follow-up.
- Keep refund requests connected to a trackable run report.
- Support full or partial refunds with the relevant transaction ID.
- Reduce copying details from a support record into Stripe.
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 create the requested full or partial refund using the charge or payment intent ID and amount in each webhook request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real, approved refund request and review the result.
Questions about this workflow
What must a refund request include?
Include a Stripe charge ID or payment intent ID, and clearly state whether the request is full or partial and the intended amount when partial.
Does Agile CRM automatically trigger the refund?
Agile CRM has no listed trigger event here. Your support process must send the approved request to the Notis webhook.
Can this create a refund without approval?
The automation follows its instruction when triggered. Include an approval step in your existing process before sending refund requests to the webhook.
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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