Review collected charges with deal context
Bring recent charge activity together with the CRM context that helps you understand which customer or deal it relates to.
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
Checking whether a charge belongs to a customer or deal takes extra searching across tools.
- Retrieve recent Stripe charge records for review.
- Match charges to available CRM customer or deal information when possible.
- Call out charges without a reliable CRM match.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Stripe once in the Notis portal.
- 2Create an automation and name it for charge activity review.
- 3Tell Notis to list recent Stripe charges, connect them to available CRM context, and report unmatched items.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real charge and check its CRM context.
Questions about this workflow
Does this reconcile accounting records?
It creates a review of Stripe charges and available CRM context. It does not replace accounting reconciliation.
Can I use a date range?
Tell Notis the review period in the instruction and verify the returned results cover that period.
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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