Check payment status from the Capsule customer handoff
Get a current payment intent view before you decide what the customer needs next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve payment intent
Retrieves a paymentintent by its id; `client secret` is required if a publishable api key is used.
Why this helps
Payment questions can linger while someone searches for the right transaction across systems.
- Quickly check payment state for a customer handoff
- Ground next steps in Stripe's payment intent record
- Flag missing IDs or publishable-key requirements
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for payment status checks.
- 3Tell Notis to retrieve the payment intent referenced in Capsule and summarize its status and next-step details available.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real payment intent and confirm the result is clear.
Questions about this workflow
What reference does this action require?
It requires a payment intent ID. If using a publishable API key, the client secret is also required.
Will this confirm or retry a payment?
No. This workflow retrieves the existing payment intent. Confirmation uses a separate action and may require a return URL.
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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