Create Stripe customers from document intake
Capture customer details once, prepare the related PDF, and create the Stripe customer record as part of the same intake.
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
Customer details often arrive with paperwork, leaving founders to enter the same information in multiple places.
- Creates a Stripe customer from intake details.
- Prepares a related customer document with Api2pdf.
- Keeps onboarding paperwork and billing setup connected.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to prepare the intake document with Api2pdf and create a Stripe customer using the submitted customer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real intake and verify the customer record and PDF.
Questions about this workflow
Is an email required?
Stripe recommends including an email for customer communications.
Does the request need to include the customer's details?
Yes. The webhook request should contain the details needed to create the customer and prepare the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Stripe. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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