Prepare Stripe invoices from Bigmailer handoffs
Get billing requests into a reviewable Stripe draft while the context is still fresh.
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
Billing requests buried in campaign and lead conversations are easy to miss or delay.
- Create a draft for review instead of silently losing a billing request.
- Keep the requested amount and customer context together when supplied.
- Surface incomplete invoice requests in the run report.
Setup
Build it in a few focused steps.
- 1Connect Bigmailer and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the submitted billing request to create a draft Stripe invoice only when customer and invoice details are sufficient.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real billing request and review the draft in Stripe.
Questions about this workflow
Will this send or finalize the invoice?
The selected Stripe action creates a draft invoice. Review it in Stripe and use Stripe's own process to finalize or send it.
What if a customer or amount is missing?
Have Notis report the missing information and skip creating an incomplete invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigmailer to Stripe. A trigger fires from one place; an action lands in another.
Bigmailer 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.
Bigmailer and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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