Turn a campaign offer request into a draft invoice
Give Notis the request and billing details, then review a Stripe draft invoice before sending it.
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
A buyer's request can get buried between the campaign response and the manual billing steps.
- Move a buyer's billing request into a reviewable Stripe draft.
- Reduce the handoff from campaign response to invoicing.
Setup
Build it in a few focused steps.
- 1Connect Benchmark Email and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign offer invoicing.
- 3In one instruction, tell Notis to create a draft invoice for the existing Stripe customer using the billing details supplied in the request, and flag incomplete requests.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real offer request and review the draft invoice.
Questions about this workflow
Does this send the invoice to the customer?
The selected action creates a draft invoice. Review and handle sending through your Stripe process.
What if the request lacks a customer or billing details?
Tell Notis to flag the request for review instead of creating an incomplete invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Stripe. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email 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.