Get the Stripe subscription details behind a Capsule case
Bring the relevant subscription facts into the case follow-up while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve subscription
Retrieves detailed information for an existing stripe subscription using its unique id.
Why this helps
Subscription questions often require pausing a customer conversation to search for an ID in Stripe.
- Find subscription detail during case handling
- Keep billing follow-up grounded in the existing record
- Reduce interruptions when answering subscription questions
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Stripe once in the Notis portal.
- 2Create an automation for subscription detail requests.
- 3Tell Notis to identify the relevant Stripe subscription from Capsule context and retrieve its details, reporting when the ID or match is unclear.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real case and verify the subscription reference before using the result.
Questions about this workflow
What does Stripe need to retrieve a subscription?
The action requires the unique Stripe subscription ID. Make sure it is available in Capsule or tell Notis how to find a reliable match.
Will this alter the subscription?
No. The retrieve action reads subscription details without changing them.
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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