Deliver Invoices Instantly on Request
Customer asks for an invoice? An external system sends a webhook, and Stripe invoices are retrieved and sent automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Customer support receives an invoice request, but the support person has to ask accounting to pull it from Stripe. Delays and back-and-forth cause customer frustration.
- Invoices are delivered instantly without manual retrieval
- Reduce support team overhead from invoice requests
- Faster customer service and satisfaction
- Automate invoice fulfillment for self-service portals
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis in the portal
- 2Ask Notis: 'When you receive a webhook requesting invoices for a customer, retrieve and send them automatically'
- 3Notis will provide a webhook URL for your external system (support portal, app, etc.) to call
- 4Specify which invoice fields to send and in what format (email, download link, JSON, etc.)
- 5Test by sending a sample webhook and verifying invoices are retrieved and sent within seconds
Questions about this workflow
How does Notis identify the customer in the webhook?
The webhook includes customer identifier (email, customer ID, or external ID). You specify which in your setup instruction.
Can I filter which invoices are returned?
Yes. Tell Notis: 'Return only paid invoices' or 'Return invoices from the last 6 months.' Notis applies filters.
Can the invoices be sent to the customer directly?
Yes. Include that in your instruction: 'Send invoices to the customer's email address.' Notis handles delivery.
What if no invoices exist for the customer?
Notis notifies the requester: 'No invoices found for this customer.' You can customize this response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Stripe. A trigger fires from one place; an action lands in another.
Salesforce triggers
Stripe actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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`.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
Do this · Action
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