Turn Agile CRM leads into Stripe customers
Move a qualified lead into Stripe with one webhook and a plain language instruction, so billing setup does not become another manual task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Re-entering contact details in Stripe after a lead is qualified creates duplicate work and leaves billing setup easy to forget.
- Reduce repeated entry when a lead is ready for billing.
- Keep Stripe customer creation tied to a clear inbound event.
- Receive a run report so failures are easier to spot.
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 a Stripe customer from the contact details in each incoming Agile CRM webhook request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real lead example to the webhook and review the run report.
Questions about this workflow
Does Agile CRM start this workflow automatically?
Agile CRM has no listed trigger events here. Configure the webhook trigger in Notis and have your existing process send the contact details to its URL.
What details should the webhook include?
Include the contact information needed to identify and contact the customer, especially an email when available. Notis uses the information in the request.
Will this create a Stripe customer every time?
The workflow creates a customer for each run. If avoiding duplicates matters, include a clear instruction for checking existing Stripe customers by email before creating one.
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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