Refresh Bidsketch client details after an invoice is paid
A successful invoice payment is a useful moment to keep the client record current.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Client records can fall out of date while payment activity stays in Stripe.
- Use payment activity as a prompt to refresh client details.
- Avoid switching apps to copy customer information.
- Keep run reports available for quick review.
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.
- 3In one instruction, tell Notis to find the matching Bidsketch client and update it with available customer details from the paid invoice event.
- 4Pick Stripe's Invoice Payment Succeeded trigger and choose a report channel.
- 5Test with one real successful invoice payment.
Questions about this workflow
Does Stripe provide every client detail?
No. Notis can use only details returned with the payment event, so specify any additional context that must be supplied.
What if there is no clear matching client?
Tell Notis how to handle uncertain matches, such as reporting them for review rather than updating a record.
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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