Prepare invoices for completed expert interviews
Completed expert session? Notis can check for billable interviews and prepare the invoice in Stripe.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Founders can lose track of billable expert sessions when interview completion and client billing happen in different tools.
- Surfaces completed sessions that are ready for billing.
- Creates a draft invoice for review before it is finalized or sent.
- Uses customer and pricing details available in your records or instruction.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, describe which completed sessions are billable, the Stripe customer to use, and the amount or pricing source.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one completed billable interview and check the draft invoice details.
Questions about this workflow
Does Async interview provide the client and price?
The available description does not guarantee those details. Include the Stripe customer ID and amount in your interview records or automation instruction if they are not returned with the interview.
Does this send the invoice to the customer?
The selected Stripe action creates a draft invoice. Review it in Stripe and use your usual process to finalize and send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Async interview to Stripe. A trigger fires from one place; an action lands in another.
Async interview 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.
Async interview and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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