Bring Contract Context Into Failed Payment Follow-Up
A failed payment is easier to follow up when the related agreement is close at hand. Notis can search BoldSign when Stripe reports a failure.
Trigger
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Payment recovery can stall while someone switches tools to find the customer's agreement.
- Bring document context into a failed payment review.
- Reduce manual searches during payment follow-up.
- Let Notis filter BoldSign documents using criteria in your 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 which BoldSign documents to look up after a failed payment intent and where to report findings.
- 4Pick the Stripe Payment Intent Failed trigger and choose where run reports go.
- 5Test with one real failed payment example.
Questions about this workflow
Will this retry the failed payment?
No. The workflow looks up BoldSign documents for review. It does not retry a Stripe payment.
Can the lookup identify the exact customer agreement?
It can use criteria you specify and data available to Notis. If the failed payment event does not provide a reliable identifier, add a lookup rule or context.
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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List Documents
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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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No card. Works with personal or business Boldsign.