Draft a Stripe invoice from an Outlook request
Turn a clear request for an invoice into a draft you can review before it is sent.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Invoice requests can get lost between the inbox and your billing queue.
- Create a draft for review when a message clearly asks for an invoice.
- Keep invoice requests connected to their email context.
- Avoid treating unclear pricing or customer details as confirmed.
Setup
Build it in a few focused steps.
- 1Connect Outlook 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 Stripe invoice only when an email explicitly requests one and the customer and billing details are clear.
- 4Pick the New Outlook Message trigger and choose where run reports should go.
- 5Test with one real invoice request and check the draft details.
Questions about this workflow
Does this send the invoice to the customer?
The selected action creates a draft invoice. Review it in Stripe and handle sending through your usual process.
What if the email does not say how much to charge?
Tell Notis to skip the draft and report that pricing needs clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Stripe. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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`.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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