Prepare invoice drafts from order details
Start an invoice draft from the order record and keep unclear billing details visible 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
Rebuilding invoice context from an order takes time and creates avoidable entry errors.
- Prepare invoice drafts from order context
- Reduce repeated billing data entry
- Flag missing customer records
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Stripe once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis in one instruction to create a draft Stripe invoice for an eligible order only when it can identify an existing Stripe customer and the needed billing details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real order and check the draft invoice in Stripe.
Questions about this workflow
Will the invoice be sent automatically?
This action creates a draft invoice. Review and finalize it in Stripe as appropriate.
What happens if the customer is not in Stripe?
The workflow should report that the customer could not be matched so the record can be resolved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Stripe. A trigger fires from one place; an action lands in another.
Baselinker 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.
Baselinker and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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