Answer a Capsule billing question with Stripe charge details
Get the payment record into the follow-up while the customer question is in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Charge Details
Retrieves full details for an existing stripe charge using its unique id.
Why this helps
Charge questions can require a distracting hunt across CRM notes and payment records.
- Speed up charge-related customer follow-up
- Use the existing payment record as the source of detail
- Avoid searching Stripe manually during a conversation
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for charge detail requests.
- 3Tell Notis to retrieve the Stripe charge referenced in the Capsule request and summarize the details needed to answer it.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real charge question and verify the charge ID and returned details.
Questions about this workflow
What does Stripe need to retrieve charge details?
The action requires the unique charge ID. Include it in Capsule or have Notis report that it is missing.
Does the workflow retrieve card-sensitive information?
It retrieves the Stripe charge details available through the connected account and action. Ask only for the information needed to handle the customer question.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Stripe. A trigger fires from one place; an action lands in another.
Capsule 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.
Capsule crm and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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