Catch payment exceptions before they become dropped follow-ups
See charge issues alongside the customer context needed to decide on a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Payment problems are easy to miss when charge activity and customer follow-up live in separate systems.
- Bring payment exceptions into customer follow-up
- Focus attention on charges that may need review
- Reduce time spent scanning transaction lists
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for payment exception review.
- 3Tell Notis to list recent charges, identify unsuccessful or otherwise notable results in returned data, match customers to Capsule, and report uncertain matches.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real review window and confirm the report does not infer issues absent from the returned charge data.
Questions about this workflow
Can it identify every payment failure?
It can only assess charge results returned by Stripe for the requested window and data available. Ask Notis to state when the record does not show enough information.
Will it retry a failed payment?
No. This workflow lists charges and prepares follow-up context; it does not initiate or retry payments.
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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