Closed Deals Become Invoices Automatically
Deal closes in HubSpot → Invoice is created and sent to the customer in Stripe. No manual invoicing, no delay between close and bill.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
You close a deal but forget to invoice, or invoicing happens days later. That gap is money left on the table and confused customers wondering when to pay.
- Invoices generated the instant a deal closes
- Customers get payment details immediately
- Accelerates cash flow by removing invoicing delays
- One less manual step in your sales-to-ops handoff
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Stripe to Notis.
- 2Create the automation: 'When a deal moves to closed-won, create a draft invoice in Stripe with the customer's name and deal amount as the line item. Send it to the customer.'
- 3Set trigger to 'Deal Stage Updated'.
- 4Pick your notification channel.
- 5Test with a closed-won deal in HubSpot. Watch the invoice appear in Stripe.
Questions about this workflow
What if the deal amount isn't in HubSpot?
Notis will ask you to specify: 'Use $X per month' or 'Get the amount from the deal value field.' Your prompt governs how amounts are pulled.
Can I customize the invoice description?
Yes. Add details to your prompt: 'Use the deal name as the service description, and add terms: Net 30.'
Should the invoice be sent immediately or kept as draft?
You decide. Say 'send immediately' for fast billing or 'keep as draft' for review before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Stripe. A trigger fires from one place; an action lands in another.
Hubspot triggers
Stripe actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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