Act on Clear Refund Requests from Pipedrive
Keep refund requests attached to their customer context and create the Stripe refund when the transaction and amount are explicit.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Why this helps
Refund requests can be delayed while teams search for the correct Stripe transaction and amount.
- Keep refund requests near customer context
- Reduce time spent locating transaction details
- Avoid guessing when amount or transaction is unclear
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for refund requests.
- 3Tell Notis to create a Stripe refund only when a new note explicitly requests it and identifies the charge or payment intent plus the exact amount; report incomplete requests.
- 4Choose the Pipedrive new note trigger and select where run reports should go.
- 5Test with one real, clearly documented refund request and review the Stripe result and run report.
Questions about this workflow
Can Notis decide whether a customer deserves a refund?
No. The instruction should act only on an explicit refund request and exact transaction details supplied in the note.
What happens if the note does not include a transaction id or amount?
Have Notis report the missing information for review rather than choose a transaction or amount.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Stripe. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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