Pull Basin form details into paid invoice follow-up
Make the intake form's metadata part of the next step after an invoice is paid, without a separate lookup.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Get Form Details
Tool to retrieve detailed information about a specific form. use when you have a form id and need its metadata.
Why this helps
The next person in the process may not know which Basin form is tied to the paid invoice.
- Retrieve the specified form's details on payment success
- Give follow-up work relevant form metadata promptly
- Avoid a manual Basin lookup after billing
Setup
Build it in a few focused steps.
- 1Connect Stripe and Basin once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome from a connected channel.
- 3In one instruction, ask Notis to retrieve details for the specified Basin form after an invoice payment succeeds and summarize them for follow-up.
- 4Pick the Stripe Invoice Payment Succeeded trigger and select a run report destination.
- 5Test with one successful invoice payment and the intended form id.
Questions about this workflow
What does this action return?
It retrieves detailed information about a specific form when you provide its form id.
Can it determine the form id from invoice data?
Only if the relevant identifier is present in the event data. Otherwise, provide a fixed form id or a reliable lookup rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Basin. A trigger fires from one place; an action lands in another.
Stripe triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
Product Created Trigger
Triggered when a product is created in Stripe
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Stripe and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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