Create a Stripe customer when a proposal is approved
Move an approved client from proposal to billing setup with one Notis webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Approved proposals often leave founders retyping client details into Stripe before they can start billing.
- Create a billing-ready customer record as soon as approval is reported.
- Reduce manual copying between proposal and payment tools.
- Keep the workflow focused on proposal approvals.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Stripe customer from the client details in each proposal approval request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approval example and confirm the Stripe customer is correct.
Questions about this workflow
Does Better Proposals provide a native trigger here?
No. Better Proposals has no trigger events in this setup, so an HTTP request to a Notis webhook starts the automation.
What if the request does not include an email?
Stripe customer creation works best with an email. Include a client email in the request when available, and review run reports for missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Stripe. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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