Prepare Invoice Drafts from New Deals
Move agreed sales details into a Stripe invoice draft while the context is still easy to find.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 preparation often waits on someone to revisit deal notes and re-enter billing details.
- Start invoice preparation sooner
- Keep the deal context close to the billing task
- Review the draft before it is finalized
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice preparation.
- 3Tell Notis to prepare a Stripe invoice draft only when the new deal provides a customer and clear billing amount or line item details, and report anything missing.
- 4Choose the Pipedrive new deal trigger and select where run reports should go.
- 5Test with one real deal that has agreed billing details, then review the draft and report.
Questions about this workflow
Does this send the invoice to the customer?
The listed Stripe action creates a draft invoice. Review it in Stripe and handle sending through your billing process.
What if the deal does not include an amount?
Notis should report that required billing details are missing instead of guessing an amount.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Stripe. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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