Prepare Stripe invoice drafts from Blackbaud pledges
Turn a pledge notice into a draft invoice that is ready for review before billing.
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
Manually translating pledge details into a billing draft adds delay and makes it easier to lose track of intended follow-up.
- Create a draft invoice for the Stripe customer identified in the request.
- Use billing details included with the pledge notice.
- Leave the invoice in draft form for review before sending or finalizing.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a draft Stripe invoice for each Blackbaud pledge notice sent to the webhook, using the supplied Stripe customer ID and invoice details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real pledge notice and review the draft invoice.
Questions about this workflow
Will this charge the donor automatically?
The action creates a draft invoice. It does not itself confirm payment or create a charge.
What must the webhook request include?
Include the Stripe customer ID and the invoice details needed for the intended draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Stripe. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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