Turn pricing agreements into Stripe invoice drafts
Capture the amount, customer, and billing terms agreed in an Avoma call, then have Notis prepare an invoice draft in Stripe for your 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
After a pricing call, founders can lose time reconstructing agreed amounts and billing terms before sending an invoice.
- Keep agreed billing terms close to the conversation that produced them.
- Review the draft before sending it to the customer.
- Reduce manual follow-up after pricing calls.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Stripe to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that a meeting summary with an explicit pricing agreement should create a Stripe invoice draft for the identified customer, using only details present in the summary.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real meeting summary that includes a Stripe customer ID and agreed amount.
Questions about this workflow
Will this send the invoice automatically?
No. The selected Stripe action creates a draft invoice, which you can review and finalize in Stripe.
What information should the webhook include?
Include the meeting summary, the customer's Stripe ID, the agreed amount, currency, and relevant billing details. If a value is missing, Notis should report that instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Stripe. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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