Keep successful invoice payments in the customer record
When an invoice payment succeeds, capture that milestone in the AgencyZoom customer profile so the team has useful account context.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Why this helps
Payment confirmation can live in Stripe while the service team works from AgencyZoom, creating avoidable context switching.
- Keep payment milestones close to customer context.
- Avoid manually copying confirmations between apps.
- Help service staff see recent payment activity.
Setup
Build it in a few focused steps.
- 1Connect Stripe and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add a concise note to the matching AgencyZoom customer when an invoice payment succeeds.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports go.
- 5Test with one real successful invoice payment and verify the customer match and note.
Questions about this workflow
What does this record?
It adds a new note to an existing AgencyZoom customer profile after a successful Stripe invoice payment.
What if Stripe does not identify the AgencyZoom customer?
Provide a matching rule or the customer reference in your instruction. The workflow needs a valid AgencyZoom customer id to add the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Agencyzoom. A trigger fires from one place; an action lands in another.
Stripe triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Product Created Trigger
Triggered when a product is created in Stripe
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Stripe and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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