Prepare placement invoices from Ashby recruiting milestones
Turn a confirmed placement into a draft invoice your team can review, with Notis checking the Ashby context and preparing the Stripe record.
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
Placement billing can sit in limbo when recruiters must remember to notify finance and explain the milestone.
- Reduce delays between placement and billing review
- Keep the invoice in draft for a person to inspect
- Include the Ashby context in the run report
Setup
Build it in a few focused steps.
- 1Connect Ashby and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check Ashby for a billable placement milestone, find the client in Stripe, and create a draft invoice using only confirmed billing details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real placement and review the draft invoice.
Questions about this workflow
Will this workflow send the invoice to the client?
No. The selected action creates a draft invoice, leaving it available for review in Stripe.
What if the placement fee is not recorded in Ashby?
The run should report that the amount is missing and avoid creating an invoice with an assumed fee.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ashby to Stripe. A trigger fires from one place; an action lands in another.
Ashby 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.
Ashby and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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