Draft Stripe invoices from converted billing briefs
Turn an approved billing document into a Stripe draft invoice, with missing billing details surfaced before the invoice is sent.
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
Preparing an invoice from a document means re-reading the brief, finding the right customer, and entering line items in Stripe.
- Reduce repeated entry of amounts and descriptions.
- Keep invoices in draft for a person to review before sending.
- Surface missing customer or billing information.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to convert the approved billing brief and create a draft Stripe invoice using only its explicit customer and billing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real billing brief and check the draft invoice before sending.
Questions about this workflow
Will the invoice be sent automatically?
The selected Stripe action creates a draft invoice. Review it in Stripe before sending.
What if the brief does not identify a Stripe customer?
Have Notis report that the customer could not be matched and leave the invoice uncreated until the customer is identified.
Can Notis infer a price from the brief?
The instruction should require explicit amounts and billing details from the document. Missing information should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Stripe. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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