Create a Stripe customer from a Bidsketch proposal request
Start the billing relationship with the proposal details already in hand.
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
Copying a prospect's details from a proposal request into Stripe adds busywork and can create duplicate customer records.
- Create a customer record from request details supplied with the webhook.
- Check Stripe for an existing customer before creating a record.
- Keep proposal intake and billing setup in one flow.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check Stripe for the requester and create a customer only if none exists.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real proposal request that includes the customer details.
Questions about this workflow
Does Bidsketch provide a built-in trigger for this?
No. This workflow starts from a Notis webhook, which must receive an HTTP request containing the proposal request details.
Will it create a customer every time?
The prompt can ask Notis to search Stripe for a matching customer first. If the request does not include enough identifying information, review the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Stripe. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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