Review proposal history after a Stripe checkout
Bring proposal history into view after checkout so the customer record is easier to pick up.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Why this helps
A completed checkout does not automatically show what proposal history may be relevant in Bidsketch.
- See proposal context after a customer completes checkout.
- Avoid manually searching Bidsketch for relevant history.
- Include likely matches in the run report.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Bidsketch once in the Notis portal.
- 2Create an automation in Automations > New Automation and name it.
- 3Tell Notis to retrieve Bidsketch proposals and summarize likely matches for the checkout customer.
- 4Pick Stripe's Checkout Session Completed trigger and select a report channel.
- 5Test with one real completed checkout.
Questions about this workflow
Does this create or update a proposal?
No. It retrieves proposal records and summarizes likely customer matches for review.
What if the checkout has no customer email?
Notis can only use returned details; tell it to report when the match cannot be established.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Bidsketch. A trigger fires from one place; an action lands in another.
Stripe triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Product Created Trigger
Triggered when a product is created in Stripe
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Stripe and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.