Turn approved billing instructions into draft invoices
Capture billing details in a Stripe draft invoice, then review it before it is sent or finalized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create an invoice
Create a draft invoice for a customer.
Why this helps
Transferring approved billing instructions into an invoice by hand adds admin work and can lose important details.
- Use Cody context to identify the customer and billing details.
- Create a draft invoice for human review.
- Keep the invoice creation report with the originating request.
Setup
Build it in a few focused steps.
- 1Connect Cody and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a draft invoice only when an approved request identifies the customer and enough billing details.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one approved billing example and inspect the resulting draft.
Questions about this workflow
Does creating a draft invoice charge the customer?
The action creates a draft invoice. Review it before taking any later action that finalizes or collects payment.
What if the customer or invoice details are unclear?
The workflow should stop and report which details are missing instead of creating an invoice from a guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Stripe. A trigger fires from one place; an action lands in another.
Cody triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Schedule a customer’s active subscription to end when the current billing period finishes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Accept quote
Accepts a quote, creating an invoice, subscription, or subscription schedule as configured.
Confirm payment intent
Confirm a customer’s intent to pay and start a payment attempt.
Activate billing alert
Reactivates a billing alert so it can trigger and send notifications again.
Create Customer
Create a new customer record.
Add lines to invoice
Adds charges, services, or credits to an existing draft invoice.
Create an invoice
Create a draft invoice for a customer.
Advance test clock
Connect any two apps with Notis in the middle.
Cody and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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