Add relationship context to every paid invoice
A paid invoice is a useful moment to catch up on the latest Capsule notes, emails, and completed tasks.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Why this helps
Payment confirmations rarely include the relationship history needed for a thoughtful next step.
- Surface recent notes, emails, and completed party tasks after payment.
- Give founders a quick account recap without switching apps.
- Spot useful context for renewal, onboarding, or ongoing service.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve recent Capsule entries for the party related to a successfully paid Stripe invoice and summarize them.
- 4Choose the Stripe Invoice Payment Succeeded trigger and select where run reports should go.
- 5Test with one real successful invoice payment.
Questions about this workflow
Will this workflow create a Capsule note?
No. The available action lists recent Capsule entries so Notis can summarize the existing account context.
What happens if the Stripe event cannot be matched to a Capsule party?
Notis can report that it could not identify a related party. Provide reliable customer identifiers in your instruction if available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Capsule crm. A trigger fires from one place; an action lands in another.
Stripe triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
Product Created Trigger
Triggered when a product is created in Stripe
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Stripe and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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