Turn an approved project scope into a Stripe invoice draft
Review the relevant scope once, then prepare a draft invoice for a quick check before it goes out.
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
Reconstructing approved project details in an invoice takes time and can leave important context behind.
- Use the supplied scope as context for invoice preparation.
- Keep the result as a draft for review.
- Avoid retyping approved billing details from a project page.
Setup
Build it in a few focused steps.
- 1Connect Browser tool and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to review the supplied approved scope and create a draft invoice for the specified Stripe customer.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real approved scope.
Questions about this workflow
Does this send the invoice to the customer?
The selected action creates a draft invoice. Review it in Stripe before any further billing step.
What must be supplied?
Include the Stripe customer identifier and enough approved scope and billing information to prepare the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browser tool to Stripe. A trigger fires from one place; an action lands in another.
Browser tool 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.
Browser tool and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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