Set up the retainer from the onboarding meeting
Once a client has agreed to a retainer, use the onboarding request to prepare their recurring Stripe subscription.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create subscription
Creates a new, highly configurable subscription for an existing stripe customer, supporting multiple items, trials, discounts, and various billing/payment options.
Why this helps
A new client is ready to start, but retainer setup can slip while you switch between scheduling and billing.
- Move agreed recurring billing into Stripe promptly.
- Use the booking context to keep onboarding and billing connected.
- Reduce manual handoffs after a client says yes.
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 set its name and prompt.
- 3Ask Notis in one instruction to create a subscription for the existing Stripe customer using the agreed recurring price and terms provided with the request.
- 4Choose the webhook trigger and a report channel, then test with one real onboarding request.
Questions about this workflow
Does this create a new price too?
No. This workflow uses the Create subscription action and requires a valid existing recurring price and Stripe customer.
Can Notis infer the subscription terms from the meeting title?
Provide the agreed price and terms in the request or connected context. Notis should flag anything it cannot determine.
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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