Move approved CloudPDF estimates into Stripe invoicing
An approved estimate should not sit in a document waiting for someone to rebuild it as an invoice. Have Notis prepare a Stripe draft for review.
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
Manually recreating an approved estimate as an invoice adds delay and invites mismatched billing details.
- Create a Stripe draft invoice when an approved estimate signal arrives.
- Keep invoice creation separate from sending or finalizing the invoice.
- Use run reports to catch missing customer or billing information.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for approved estimates.
- 3Tell Notis to create a Stripe draft invoice using the customer and billing details supplied with the approval request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved estimate request and review the draft invoice.
Questions about this workflow
Does CloudPDF have an approved estimate trigger in this setup?
No CloudPDF event is listed here. Use a Notis webhook and have your process send the approval request to it.
Will the invoice be sent to the customer?
The available Stripe action creates a draft invoice. Review and handle later invoice steps in your billing process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Stripe. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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