See payment activity that may need a next step
Review Stripe payment intent details alongside customer context so open payment questions are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List payment intents
Retrieves a list of stripe paymentintents, optionally filtered and paginated using paymentintent ids as cursors.
Why this helps
Payment questions are harder to resolve when transaction status and customer context must be gathered separately.
- Retrieve payment intent data for a regular review.
- Summarize status alongside available CRM context.
- Highlight records that need investigation without assuming the cause.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Stripe once in the Notis portal.
- 2Create an automation and name it for payment intent review.
- 3Tell Notis to review relevant Stripe payment intents, connect available CRM context, and report records that need follow-up with reasons supported by the data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real payment intent and confirm the status and context.
Questions about this workflow
Can this tell me why a payment needs attention?
It can report reasons present in the retrieved payment intent data. If the cause is not available, it should mark it as unknown.
Does this retry or confirm a payment?
No. The workflow retrieves payment intent data and reports findings; it does not change or confirm payments.
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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