Draft a Stripe invoice from a Boloforms agreement workflow
Move an agreement into billing follow-up with a draft invoice ready for review in Stripe.
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
Billing details can sit in a signed agreement while the invoice waits for someone to recreate them in Stripe.
- Reduce delay between agreement and invoice preparation.
- Create a draft that can be reviewed before sending.
- Keep billing follow-up tied to the agreement workflow.
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 invoicing outcome in one instruction.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real agreement and confirm the intended Stripe customer and invoice details.
Questions about this workflow
Does this send the invoice to the customer?
The selected action creates a draft Stripe invoice. Review and send it through your billing process.
What starts the automation?
Boloforms has no listed trigger events, so a Notis webhook starts the workflow when an HTTP request arrives.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.