See which CRM customers have Stripe subscriptions
Use a scheduled review to check customer billing status and surface subscription records that need attention.
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
A founder can lose time switching between CRM accounts and Stripe to answer basic subscription questions.
- Review subscriptions for CRM customers supplied or retrieved during the run.
- Surface missing customer matches or subscription context for follow-up.
- Reduce ad hoc account switching for routine billing checks.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Stripe once in the Notis portal.
- 2Create an automation and name it for the subscription review.
- 3Tell Notis to retrieve Stripe subscriptions for the CRM customer set and report matches and records needing follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer example and review the report.
Questions about this workflow
Does this update CRM records?
No. This workflow retrieves Stripe subscriptions and reports findings. No CRM write action or Stripe update is included.
Can it check every CRM customer?
It can work with the customer records available to the run. Confirm the CRM query scope and expected volume for your account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Stripe. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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