Turn a deal handoff into a draft Stripe invoice
Move a deal to billing with a draft invoice ready for review, based on the details included in the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Why this helps
Manually translating a closed or approved deal into an invoice creates delay and leaves room for missed billing details.
- Start invoice preparation from a deal handoff.
- Keep the invoice in draft for review before sending.
- Surface missing customer or billing details in the run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Stripe once in the Notis portal.
- 2Create an automation named for deal-to-invoice drafting.
- 3Tell Notis to create a draft Stripe invoice for the supplied customer and line item details, and report missing requirements.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real deal handoff example and review the draft invoice.
Questions about this workflow
Will this send the invoice to the customer?
The listed Stripe action creates a draft invoice. Review and send it through your Stripe process.
Does Notis know the deal amount automatically?
No ActiveCampaign trigger data is listed. Include the amount and other invoice details in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Stripe. A trigger fires from one place; an action lands in another.
Active campaign triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Active campaign and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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