Check sent proposals when a subscription starts
Use subscription starts as a cue to review proposal activity and catch any open loops in your sales records.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
A new subscription may arrive while a related proposal is still awaiting review or has not been recorded as paid.
- Review sent proposals at the point a subscription is added.
- Surface potentially related proposal records for a quick check.
- Keep subscription and sales activity connected in a report.
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 subscription review.
- 3Ask Notis in one instruction to retrieve sent proposals after a subscription is added and summarize possible matches based on returned data.
- 4Pick the Stripe Subscription Added trigger and choose where run reports should go.
- 5Test with one real subscription event and review the report.
Questions about this workflow
Can it determine which proposal led to the subscription?
Only if the returned Stripe and Better Proposals data includes enough shared information to support a match. Otherwise, Notis should report that the relationship is unclear.
Does it change proposal status?
No. This workflow retrieves sent proposals for review and does not update them.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Document Type
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Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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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
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Payment Intent Failed Trigger
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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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