Review opened proposals when a subscription ends
When a subscription ends, get a concise view of proposals the client opened to support a considered account review.
Trigger
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Subscription cancellations and proposal history live in separate places, making the context behind an account change hard to see quickly.
- Bring opened proposal records into a subscription end review.
- Reduce time spent searching proposal history manually.
- Give account follow-up more context from available records.
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 account review.
- 3Tell Notis to retrieve opened proposals after a subscription is deleted and summarize records that may be relevant using available data.
- 4Pick the Stripe Subscription Deleted trigger and choose where run reports should go.
- 5Test with one real subscription deletion and review the report.
Questions about this workflow
Will this contact the client or change their subscription?
No. It retrieves opened proposals and summarizes returned information. It does not contact clients or modify Stripe subscriptions.
Can it explain why the subscription ended?
Not unless the connected apps provide that reason in returned data. The report should not infer a cancellation reason.
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
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Product Created Trigger
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Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get All Proposals
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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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