Turn a reviewed Capsule refund request into a Stripe refund
Carry an approved refund decision into Stripe without losing the customer context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Why this helps
Refund requests can sit in CRM notes while someone remembers to switch systems and complete the action.
- Reduce delay after a refund decision
- Keep refund work connected to the customer record
- Make refund handling easier to track
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for reviewed refund requests.
- 3Tell Notis to create a refund only when the Capsule request includes an explicit approval and a valid charge or payment intent reference.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real reviewed request and verify the refund details in Stripe.
Questions about this workflow
Can this workflow decide whether a refund should be approved?
It should carry out a decision already recorded by an authorized person. Define approval clearly in your instruction; Notis should report requests without clear approval.
What reference does Stripe need for a refund?
Stripe's refund action targets a specific charge ID or payment intent ID. If Capsule does not provide a valid reference, the workflow should report the missing information.
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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