Prepare Stripe draft invoices from chatbot billing requests
Capture the billing details from a BotPenguin conversation in a draft invoice, then review it before sending it to the customer.
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
Copying customer and billing details out of chats slows down quoting and increases the chance of billing the wrong person.
- Reduce manual invoice setup
- Keep the invoice in draft for a human review
- Surface missing customer or billing details in the run report
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and Stripe once in the Notis portal.
- 2Create an automation in Notis by naming it and writing its prompt.
- 3In one instruction, ask Notis to create a draft Stripe invoice only when the request includes a Stripe customer ID and clear billing instructions.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real invoice request and review the draft in Stripe.
Questions about this workflow
Does this send the invoice to the customer?
No. This action creates a draft invoice. Review it and send it through your normal Stripe process.
What details must the request include?
It needs a valid Stripe customer ID and sufficient billing instructions. Notis should report missing information rather than inventing line items or amounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Stripe. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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