Draft Stripe invoices from clear billing requests
Turn billing conversations into a reviewable draft invoice. Notis can use a finalized transcript to prepare the draft when the customer and agreed charges are clear.
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
Founders often have to search call notes for billing decisions before they can prepare an invoice, delaying the next step.
- Reduce the time from billing conversation to invoice draft.
- Keep unclear charges out of the invoice until confirmed.
- Leave the invoice in draft for review.
Setup
Build it in a few focused steps.
- 1Connect Castingwords and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for transcript based invoice drafting.
- 3Tell Notis to create a Stripe draft invoice only when the transcript clearly identifies the customer and agreed charge details, and leave it for review before sending.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real billing transcript and review the draft invoice in Stripe.
Questions about this workflow
Does this send the invoice to the customer?
The selected Stripe action creates a draft invoice. The instruction can ask Notis to leave it for your review.
What if charges need more detail than the transcript provides?
Have Notis send the transcript and missing details to the run report rather than create a draft with guessed charges.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Castingwords to Stripe. A trigger fires from one place; an action lands in another.
Castingwords 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.
Castingwords and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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