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Notis

Send a BoldSign Contract for Every New Stripe Subscription

A new subscription can kick off its agreement automatically. Ask Notis to send the right document through BoldSign when Stripe adds a subscription.

Trigger

Subscription Added Trigger

Triggered when a subscription is added 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

New customers can start paying while the agreement still sits in a draft or someone’s follow-up list.

  • Reduce manual contract handoffs after subscription signup.
  • Keep agreement follow-up tied to the subscription event.
  • Use a plain-language instruction to tell Notis which agreement to send.

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 to send the appropriate BoldSign agreement when a Stripe subscription is added.
  • 4Pick the Stripe Subscription Added trigger and choose where run reports go.
  • 5Test with one real subscription example.

Questions about this workflow

Does this create a contract automatically?

It starts a BoldSign send request using the document and signer details available to Notis. Your instruction should explain which agreement to send and how to identify its recipients.

Can Notis decide which agreement applies?

Yes, if your instruction provides a clear rule and the available Stripe event data supports it. If a required detail is missing, Notis may need you to supply it.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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