Review pipeline context with the current Stripe balance
Bring CRM deal context and Stripe balance details into one scheduled report for a quicker business review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Pipeline and account balance checks often require separate tabs and separate mental bookkeeping.
- Retrieve current balance details from the connected Stripe account.
- Summarize available deal context and balance information in one report.
- Make missing context visible instead of guessing at cash timing.
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 pipeline and balance review.
- 3Tell Notis to retrieve the Stripe balance and summarize it alongside available CRM deal context, calling out information it cannot access.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review and check that the report reflects available data.
Questions about this workflow
Does the balance show expected future deal payments?
The action retrieves current Stripe balance details. Deal pipeline amounts are separate context and do not establish that a payment has been collected.
What if a CRM deal lacks amount or close timing?
Notis should report that the information is unavailable rather than infer it.
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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