Turn an approved Attio project into a draft invoice
Move an approved piece of work into Stripe as a draft ready for review.
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
Approved work can sit unbilled when someone has to remember to recreate its billing details in Stripe.
- Reduce the delay between project approval and invoice preparation.
- Create a draft for review before it is finalized.
- Use the existing Stripe customer associated with the project.
Setup
Build it in a few focused steps.
- 1Connect Attio and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for approved project billing.
- 3In one instruction, tell Notis how to identify an approved project, find its existing Stripe customer, and create a draft invoice using the billing details you provide.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real approved project and review the draft invoice and run report.
Questions about this workflow
Does this workflow send the invoice to the customer?
The listed action creates a draft invoice. Review and handle the invoice using your Stripe process.
What if the project has no Stripe customer yet?
Provide an instruction for Notis to skip it and report the missing customer, or create the customer in a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Stripe. A trigger fires from one place; an action lands in another.
Attio 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.
Attio 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.