Draft Stripe invoices from new Coda billing pages
Keep billing requests in Coda and have Notis create a draft invoice in Stripe for the customer and charges described.
Trigger
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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
Billing requests can be recorded in Coda but still require a separate trip into Stripe to start an invoice.
- Start invoices from the billing context already captured in Coda.
- Leave the invoice as a draft for review before sending.
- Reduce manual lookups when a billing request arrives.
Setup
Build it in a few focused steps.
- 1Connect Coda and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3In one instruction, ask Notis to draft an invoice only when a new page contains a clear billing request, an existing Stripe customer, and the intended items or amount.
- 4Choose the New Coda Page trigger and select where run reports should go.
- 5Test with one real billing page and review the draft invoice in Stripe.
Questions about this workflow
Does this send the invoice to the customer?
The selected action creates a draft invoice. Review it in Stripe and send it through your normal process.
What should the Coda page contain?
Include enough information to identify the existing Stripe customer and describe what should be billed. Supply missing prices or other details in your instruction when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Stripe. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
Coda and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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