Draft a Stripe invoice after a Bolna conversation
Turn a confirmed billing request into a Stripe draft invoice that is ready for review.
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
Rebuilding invoice details after a call slows billing and increases the chance of omissions.
- Prepare a draft invoice from confirmed call details
- Keep a review step before billing proceeds
- Flag missing customer or subscription information
Setup
Build it in a few focused steps.
- 1Connect Bolna and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the invoice drafting task.
- 3In one instruction, describe when to create a draft invoice and require the customer and billing details to be clear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and review the draft invoice in Stripe.
Questions about this workflow
Does creating a draft invoice charge the customer?
This action creates a draft invoice. It does not itself mean the customer has been charged.
Can the invoice cover a subscription?
Yes, the action can create an invoice for a specific subscription, which must belong to the customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolna to Stripe. A trigger fires from one place; an action lands in another.
Bolna 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.
Bolna and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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