Prepare an invoice draft from a client kickoff event
Start billing setup from the calendar event that marks the beginning of a new client engagement.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
The kickoff is booked, but the first invoice can still slip through the cracks.
- Create a draft when the event includes clear customer and billing details.
- Connect a scheduled kickoff to the next billing task.
- Avoid inventing amounts or customer matches from an incomplete event.
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 invoice only when a new client kickoff event identifies the Stripe customer and agreed billing details, and to report missing information.
- 4Pick the New Calendar Event trigger and choose where run reports should go.
- 5Test with one real kickoff event and review the draft.
Questions about this workflow
Will it create an invoice from the meeting title alone?
The instruction should require a customer match and explicit billing details, and skip incomplete events.
Does a draft invoice charge the customer?
The action creates a draft invoice. Review it in Stripe before sending or finalizing it.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.