Send a BoldSign Request When Stripe Checkout Completes
Checkout is complete. Notis can hand off the next agreement step by sending a BoldSign document for signature.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
A completed checkout can get separated from the agreement that needs to follow it.
- Start the agreement process from a completed checkout.
- Reduce the need to watch payment activity and send documents by hand.
- Describe the document and recipient decision in one instruction.
Setup
Build it in a few focused steps.
- 1Connect Stripe and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis what BoldSign document to send and how to identify the signer after checkout completes.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports go.
- 5Test with one real completed checkout.
Questions about this workflow
Will this send a document for every completed checkout?
The trigger is checkout completion. Your instruction should say which checkouts qualify and identify the document and signer from information available to Notis.
Can it include checkout details in the document?
Only if the BoldSign send action and available event context support the information you need. Specify required details in the prompt and test with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Boldsign. A trigger fires from one place; an action lands in another.
Stripe triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Stripe and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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