Review client proposals after an invoice is paid
A paid invoice can cue a quick review of the client's related proposals.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Invoice activity and proposal work can be difficult to connect when they are spread across tools.
- Bring related proposals into a payment review.
- Keep customer context in one run report.
- Spot proposal follow-up needs sooner.
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 identify the likely Bidsketch client from the paid invoice details and retrieve that client's proposals for review.
- 4Pick Stripe's Invoice Payment Succeeded trigger and choose a report destination.
- 5Test with one real successful invoice payment.
Questions about this workflow
What if Notis cannot identify a client?
Tell Notis to report that no confident match was found and avoid guessing a client id.
Does this change proposal status?
No. It lists proposals for review.
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
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