Create a Stripe customer when a Capsule lead is ready
Move a qualified sales contact into billing without retyping their details.
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
A lead can be ready to buy while the founder is still copying contact information between Capsule and Stripe.
- Reduce manual contact re-entry
- Start billing setup as soon as a lead is qualified
- Keep the sales-to-billing handoff from getting lost
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Stripe customer for a qualified Capsule lead, using the available contact details.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real qualified lead and review the run report.
Questions about this workflow
Does Capsule CRM start this workflow automatically?
Capsule CRM has no listed trigger event here. A notis_webhook starts the automation when an HTTP request is sent to its webhook.
What if the contact has no email address?
Stripe customer creation works best with an email for communications. Ask Notis to flag missing details in its report instead of guessing.
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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