Create Stripe customers from Box Sign requests
A new sign request can start the billing handoff automatically, with Notis creating a Stripe customer from the request details available in Box.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
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
Signed agreements can sit in Box while someone still has to create a billing record by hand.
- Reduce manual customer entry after a sign request arrives.
- Keep the agreement and billing handoff connected.
- Send a run report when Notis creates the customer.
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 the outcome in one instruction: create a Stripe customer using relevant requester and agreement details available from the new Box Sign request.
- 4Pick the Box New Sign Request Created trigger and choose where run reports should go.
- 5Test with one real sign request and review the Stripe customer details.
Questions about this workflow
Does this trigger wait for the agreement to be signed?
No. It runs when a new Box Sign request is created. For a trigger based on a status change, choose Box Sign Request Status Changed.
What if Box does not provide an email address?
Stripe recommends an email for customer communications. Notis should report the missing detail rather than fabricate it.
Can this create a Stripe subscription too?
This workflow creates a customer record only. Subscription setup requires a separate workflow and valid Stripe price details.
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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