Review new proposals when checkout completes
A completed checkout can be a useful cue to check newly created proposal records without adding another manual reminder.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
A checkout completion can get buried while you are switching between payment and proposal tools.
- Get a timely view of newly created proposals after checkout.
- Keep payment and proposal activity easier to review in one place.
- Spot records that may need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3In one instruction, ask Notis to retrieve new proposals after checkout completes and summarize relevant returned details.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real completed checkout and review the report.
Questions about this workflow
Will this create a proposal automatically?
No. The available Better Proposals action retrieves newly created proposals; it does not create or send one.
What if no new proposal appears?
The report can note that no newly created proposal was returned. It cannot infer a missing proposal unless relevant data is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Better proposals. A trigger fires from one place; an action lands in another.
Stripe triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Product Created Trigger
Triggered when a product is created in Stripe
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Stripe and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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