Prepare a consultation invoice from the meeting request
When a consultation is booked, let Notis prepare the draft invoice while the agreement is top of mind.
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
Consultation billing can get delayed when you have to move from the calendar to Stripe and reconstruct what was agreed.
- Create a draft for review while the booking is current.
- Keep billing details tied to the meeting context.
- Reduce the chance that a billable consultation is forgotten.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to draft an invoice for the existing Stripe customer using the consultation amount and details supplied with the request.
- 4Choose the webhook trigger and a report channel, then test with one real booking request.
Questions about this workflow
Will this workflow send the invoice automatically?
The selected Stripe action creates a draft invoice. Review it in Stripe before sending.
What information should the request include?
Include enough context to identify the existing Stripe customer and the agreed amount. Notis should report missing details rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Stripe. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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