Turn signed CloudPDF agreements into Stripe customer records
A signed agreement is a useful signal to get billing ready. Send its details to Notis and create the matching Stripe customer without re-entering them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
After a contract is signed, copying customer details into Stripe adds another task and can delay billing setup.
- Create a Stripe customer record from contract details included in the webhook request.
- Reduce re-entry between contract signing and billing setup.
- Keep a run report for follow-up when required details are missing.
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 give it a clear name.
- 3Tell Notis to create a Stripe customer from the customer details included in a CloudPDF contract signing request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signing request and review the Stripe customer and run report.
Questions about this workflow
Does CloudPDF provide a trigger event for this workflow?
No. Start it with a Notis webhook and configure your signing process to send an HTTP request with the details Notis needs.
Will Notis extract details from a PDF automatically?
This workflow uses details included in the webhook request. Provide the customer information in that request if it is not available as structured input.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.