Create Stripe customers from Bonsai onboarding
Move a new client from signed onboarding to a ready-to-bill Stripe customer with less manual re-entry.
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
Client details can be captured in Bonsai but still need to be copied into Stripe before billing can begin.
- Reduce duplicate entry between onboarding and billing.
- Keep new client records moving toward invoicing.
- Use only client details available in the Bonsai handoff.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to create a Stripe customer from the Bonsai onboarding details and flag missing required information.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real onboarding example and review the created customer.
Questions about this workflow
Does Bonsai provide a trigger event for this workflow?
No. Start it with a Notis webhook, which runs when an HTTP request reaches the automation.
Will Notis invent details missing from Bonsai?
No. It can use details available in the handoff and report when information needed for the Stripe customer is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Stripe. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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