Make recurring subscription follow-up easier to review
A short scheduled deal review can help you keep subscription related customer work from slipping between billing checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Tool to retrieve a paginated list of all deals. use when you need to list deals with pagination and optional includes (e.g., companies, tags) or additional methods.
Why this helps
Recurring customer follow-up can get scattered across Stripe activity and open CRM deals.
- Bring open deals into a recurring review.
- Reduce the effort of remembering which accounts need attention.
- Use one scheduled report to prompt focused follow-up.
Setup
Build it in a few focused steps.
- 1Connect Stripe and CentralstationCRM once in the Notis portal.
- 2Create a new automation in Notis and name it.
- 3Tell Notis to retrieve deals for a subscription follow-up review, and provide any Stripe context or criteria it should use.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real example and adjust the instruction if needed.
Questions about this workflow
Does this workflow retrieve subscription records from Stripe?
No. The action retrieves CentralstationCRM deals. Add Stripe context or review criteria in your instruction if the workflow needs them.
Can it update deal records?
The selected action retrieves deals. It does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Centralstationcrm. A trigger fires from one place; an action lands in another.
Stripe triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Product Created Trigger
Triggered when a product is created in Stripe
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Stripe and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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