Draft Stripe invoices from new Box folder items
When billing paperwork arrives in a Box folder, Notis can review its available context and prepare a Stripe invoice draft for your review.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
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
Invoice requests can be buried among folder updates, leaving founders to spot the right file and start billing manually.
- Catch invoice requests when they enter a shared folder.
- Prepare a draft invoice for review instead of creating one from scratch.
- Get a report when customer or billing details are missing.
Setup
Build it in a few focused steps.
- 1Connect Box and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how Notis should recognize an invoice request, identify the Stripe customer, and create a draft invoice with supported details.
- 4Pick the Box New Item Added to Folder trigger and choose where run reports should go.
- 5Test with one real folder item and review the draft invoice in Stripe.
Questions about this workflow
Does every new item create an invoice?
The trigger fires for a file, folder, or web link added to the selected folder. Your instruction should ask Notis to create a draft only when the item clearly represents a billing request.
Will the invoice be sent to the customer?
No. The Stripe action creates a draft invoice for the customer. Review and send it through your normal Stripe process.
What if the item does not include invoice amounts?
Notis should report the missing information. The workflow cannot infer an amount or line items that are absent from the Box material or your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Stripe. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
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.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
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.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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`.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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