Start the next onboarding step after invoice payment
A successful invoice payment can be the cue to begin onboarding, without waiting for someone to spot it.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Why this helps
Teams can lose time between collecting payment and starting the customer's onboarding work.
- Make successful invoice payments trigger a next step.
- Keep onboarding follow-up visible in Agiled.
- Include payment context available from the event.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create an Agiled onboarding task after a successful invoice payment and summarize the available invoice details.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports should go.
- 5Test with one real paid invoice example.
Questions about this workflow
Does this create an onboarding project?
No. This workflow creates a task. Use an Agiled project creation action for a project setup workflow.
Can it include details not in the event?
Only details supplied in the trigger are available unless you provide additional context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Agiled. A trigger fires from one place; an action lands in another.
Stripe triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Product Created Trigger
Triggered when a product is created in Stripe
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Stripe and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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