Prepare an invoice when a prospect is ready to pay
Capture the agreed billing details in a Stripe draft invoice so you can review it before sending.
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
After a prospect agrees to pay, the amount and billing context can get lost between outreach notes and invoice preparation.
- Keep the prospect's stated billing request with the invoice draft.
- Reduce manual invoice setup after a buying conversation.
- Review the draft before taking the next billing step.
Setup
Build it in a few focused steps.
- 1Connect Botdog and Stripe once in the Notis portal.
- 2Create an automation for prospect billing and describe the invoice outcome in one instruction.
- 3Choose the Notis webhook trigger; arrange for it to include the existing Stripe customer ID and agreed billing details.
- 4Choose where run reports go and test with one real payment request.
- 5Instruct Notis to create a draft invoice only when the webhook contains a valid customer ID and enough information to prepare the invoice.
Questions about this workflow
Does this send the invoice to the prospect?
The selected Stripe action creates a draft invoice. Review it in your normal billing process before deciding whether to finalize or send it.
Does the workflow find or create a Stripe customer?
This workflow uses the existing Stripe customer ID supplied in the webhook. It does not create or search for a customer.
What should be included in the webhook?
Provide the existing Stripe customer ID and the agreed billing details needed for the draft. The workflow should skip the action when those details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Stripe. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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