Draft Stripe invoices from signed BoldSign agreements
Get agreed billing details into a draft invoice while leaving the final review in your hands.
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
Turning signed terms into an invoice means re-reading a document and rebuilding the billing context in Stripe.
- Reduce repeated reading and data entry
- Create a draft for review rather than treating terms as final
- Flag missing customer or invoice details
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Stripe once in Notis.
- 2Create an automation and describe drafting an invoice from the signed agreement details provided.
- 3Pick a Notis webhook trigger and choose where run reports go.
- 4Send the customer and invoice details to the webhook after signature.
- 5Test with one real agreement and review the resulting draft.
Questions about this workflow
Will the workflow send the invoice to the customer?
The selected Stripe action creates a draft invoice. Review and handle any later invoice steps separately.
What information should the webhook request include?
Provide the Stripe customer and the invoice details needed for the draft, or ask Notis to report missing information.
When this happens · Trigger
Do this · Action
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.
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.
Boldsign and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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