Create a customer record after proposal acceptance
When a prospect accepts your proposal by email, get their Stripe customer record ready for the next billing step.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
After a prospect says yes, creating the billing record can become one more task to remember.
- Capture an accepted paid engagement in Stripe.
- Reduce the gap between a yes and billing setup.
- Require clear acceptance and sufficient customer details before creating a record.
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 Stripe customer when a sent message records clear acceptance of a paid proposal and includes usable customer details.
- 4Pick the New Sent Message trigger and choose where run reports should go.
- 5Test with one real acceptance message and inspect the created customer.
Questions about this workflow
Will any sent proposal email create a customer?
No. The instruction should require a clear acceptance and usable customer details.
Does this create a subscription or charge?
No. It creates a customer record only. Set up a subscription or payment separately when appropriate.
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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