Keep customer details close to a failed charge
When a legacy Stripe charge fails, Notis can create a Dynamics 365 contact from the customer details available in the event.
Trigger
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Customer information tied to a failed charge may not yet be easy for your team to find in Dynamics 365.
- Create a Dynamics 365 contact from available customer details.
- Give your team a customer record to review alongside payment follow-up.
- Avoid filling gaps with guessed contact information.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dynamics 365 in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dynamics 365 contact from the customer details on a failed charge and report if the details are insufficient.
- 4Pick Stripe's Charge Failed trigger and choose where run reports should go.
- 5Test with one real failed charge and check the resulting contact.
Questions about this workflow
Could this create duplicate contacts?
It creates a contact for each triggering event unless your instruction and available app data support checking for an existing match. Review the test result before relying on it.
Is this the same as a payment intent failure?
No. This workflow uses Stripe's legacy Charges API Charge Failed event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dynamics365. A trigger fires from one place; an action lands in another.
Stripe triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Product Created Trigger
Triggered when a product is created in Stripe
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Stripe and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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