Keep failed Stripe payments connected to the right Capsule account
See which customer or opportunity may need attention when a Stripe payment intent fails.
Trigger
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
A failed payment can get buried in Stripe while the related sales context stays in Capsule.
- Find matching Capsule parties or opportunities for a failed payment.
- Bring sales context into the payment recovery decision.
- Reduce manual searching across Stripe and Capsule.
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 find Capsule parties or opportunities related to a failed payment intent and summarize the context.
- 4Choose the Stripe Payment Intent Failed trigger and select where run reports should go.
- 5Test with one real failed payment example.
Questions about this workflow
Does this workflow change the failed payment in Stripe?
No. It uses Stripe's failed payment event to look for related Capsule records and report what it finds.
What if Capsule has no matching record?
Notis can report that no match was found. Confirm the account details before taking follow-up action.
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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