Add recent payment activity to your Capsule sales review
Start your next sales review with recent charge activity already summarized.
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
A founder may reach out about an opportunity without seeing a recent payment that changes the conversation.
- Add recent payment context to sales preparation
- Reduce avoidable outreach missteps
- See which customer records may merit a review
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for sales review preparation.
- 3Tell Notis to list recent Stripe charges, match available customer identifiers to Capsule, and summarize possible implications for follow-up.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real review window and check that the report distinguishes confirmed from uncertain matches.
Questions about this workflow
Can the report infer whether a charge is for a particular opportunity?
Only when Stripe or Capsule data provides enough context to support that link. Ask Notis to label uncertain relationships instead of assuming.
Can I limit the review to recent charges?
Yes. Include your desired review window in the instruction. Stripe returns charges in reverse chronological order and supports pagination.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.