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Review paid proposals after a Stripe invoice payment

Keep invoice payments and proposal records in view with a focused review when Stripe confirms an invoice payment.

Trigger

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

Action

Get Paid Proposals

Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.

Why this helps

Checking Stripe and Better Proposals separately makes it easy to miss a payment that needs reconciliation.

  • Review paid proposals when an invoice payment succeeds.
  • Reduce manual checks across Stripe and Better Proposals.
  • Surface possible mismatches for human review.

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 give it a clear name.
  • 3Tell Notis to retrieve paid proposals after a successful invoice payment and summarize possible matches or gaps using only available data.
  • 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports should go.
  • 5Test with one real invoice payment and review the report.

Questions about this workflow

Does this mark a Better Proposals record as paid?

No. It retrieves paid proposals for review; the available action does not update proposal status.

Can Notis match a payment to a proposal automatically?

It can compare data returned by the connected apps. A reliable match depends on shared identifiers being available in that data.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

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.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

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.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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No card. Works with personal or business Better proposals.