See Stripe subscription status before Capsule renewal conversations
Know which subscription details are available before you plan the next customer touch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Renewal planning takes longer when opportunity context and subscription status have to be assembled by hand.
- Prepare renewal conversations with current subscription context
- Spot missing or changed subscription details
- Reduce manual cross-checking before pipeline reviews
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for renewal review preparation.
- 3Tell Notis to identify Capsule opportunities due for renewal and list relevant Stripe subscriptions by customer, noting uncertain or missing matches.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real renewal opportunity and confirm the subscription status summary.
Questions about this workflow
Can Notis calculate renewal dates?
Notis can summarize dates returned by Stripe and dates present in Capsule. If your renewal window or date source is not available, include that rule or data in your instruction.
Does this workflow modify subscriptions?
No. It uses Stripe's List subscriptions action to prepare a review.
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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