Create Stripe customers from Boloforms signature workflows
Keep signed agreements and billing records connected. Start a Stripe customer record from a Boloforms signature workflow when billing is part of the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
A signed agreement can leave you switching between Boloforms and Stripe just to start a customer record.
- Reduce retyping signer details into Stripe.
- Start billing follow-up from a signature workflow.
- Keep customer creation tied to a real workflow event.
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Stripe once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome in one instruction.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test the automation with one real Boloforms example, confirming whether the signer should become a Stripe customer.
Questions about this workflow
Does Boloforms provide a trigger event for this workflow?
No Boloforms trigger events are listed here. Start the Notis automation with an HTTP webhook request.
Can this create a Stripe customer for every signer automatically?
Describe the conditions in your instruction. Test with a real example and ensure the webhook is sent only when a Stripe customer record is appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Stripe. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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