Connect Boldsign to Stripe

When something happens in Boldsign, Notis takes the next step in Stripe. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Boldsign to Stripe

View example

Create a Stripe customer from a signed agreement

When a signed BoldSign agreement includes a new customer's details, create a Stripe customer and report the result.

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Start a Stripe subscription after a signed contract

Use a signed agreement's supplied customer and price details to create a Stripe subscription, and report missing or invalid inputs.

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Draft a Stripe invoice from signed contract terms

When a signed agreement supplies customer and invoice details, create a Stripe draft invoice and report what needs review.

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Review refund requests attached to signed amendments

For a signed amendment that explicitly requests a refund, use supplied payment identifiers and amount to create a Stripe refund and report the result.

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Update Stripe customer details from a signed agreement

Use customer changes explicitly recorded in a signed BoldSign agreement to update the identified Stripe customer and report the outcome.

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Create a Stripe payment intent from a signed order

When a signed order provides the amount, currency, and payment context, create a Stripe payment intent and report the result.

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Check Stripe subscriptions tied to signed contracts

On a schedule, review Stripe subscriptions for the contract references and criteria you provide, then report items needing attention.

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Review Stripe invoices against signed billing terms

On a schedule, list Stripe invoices and compare available details to billing terms you provide from BoldSign, reporting discrepancies for review.

View example

Review Stripe refunds against signed amendments

On a schedule, review recent Stripe refunds against amendment references and criteria you provide, then report refunds that may need follow-up.

Supported Triggers and Actions

Notis builds workflows that link Boldsign to Stripe. A trigger fires from one place; an action lands in another.

Boldsign triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.