Prepare Stripe invoices from Bonsai milestones
Keep milestone billing moving by having Notis review Bonsai projects and prepare invoice drafts for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Milestones can be completed while invoice preparation waits for a founder to revisit the project and assemble billing details.
- Surface milestone work that may be ready to bill.
- Prepare Stripe drafts for review instead of starting from scratch.
- Keep review and invoicing in one scheduled pass.
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 review Bonsai projects for billable milestones and draft Stripe invoices only when the available customer and billing details support them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real project example and review the draft invoice before sending it.
Questions about this workflow
Does this automation send the invoice to the client?
The selected Stripe action creates a draft invoice. Review it in Stripe and follow your normal process before sending.
What if a project does not include invoice details?
Notis should flag the missing information in its run report rather than invent an amount, customer, or billing terms.
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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