Turn signed client agreements into Stripe customers
When a client signs, skip re-entering their details. Send the agreement completion to Notis and let it create their Stripe customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
A signed agreement can sit ready to bill while someone still has to copy the client's information into Stripe.
- Reduce manual entry after a client signs.
- Create a billing record while the agreement is fresh.
- Use webhook-provided client details for the customer record.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Stripe once in the Notis portal.
- 2Create an automation and describe that a completed agreement should create a Stripe customer from the client details supplied with the request.
- 3Choose the webhook trigger and a report channel.
- 4Send one real agreement completion request to the webhook to test the result.
Questions about this workflow
Does ActiveMerge have to send a Notis trigger event?
No. ActiveMerge has no listed trigger event. Start the automation with a Notis webhook request when the agreement is complete.
What customer information is used?
Notis can use information included in the webhook request. Include the customer details needed to create the Stripe record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Stripe. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.