Give paid invoices an owned follow-up
When an invoice is paid, assign the next step as a Box task on the file your team already uses for account follow-up.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Assign task
Assigns a task to a user. a task can be assigned to more than one user by creating multiple assignments.
Why this helps
Paid invoices can disappear into transaction history while the account follow-up still needs an owner.
- Make post-payment follow-up visible as an assigned task
- Reduce the chance of an account handoff being missed
- Use an existing Box file as the follow-up anchor
Setup
Build it in a few focused steps.
- 1Connect Stripe and Box once in the Notis portal.
- 2In Automations, choose New Automation and give it a name.
- 3Tell Notis to assign a Box task on the specified Box file when an invoice payment succeeds, describing the follow-up and assignee.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports should go.
- 5Test with one real paid invoice and confirm the task appears for the intended person.
Questions about this workflow
Does this create a task without a file?
No. Box tasks are created on a file, so specify the Box file to use.
Can it assign the task to multiple people?
Box supports separate task assignments. State the intended assignees in your instruction.
Will the invoice details be available?
Notis can use details returned with the Stripe event. Supply any required context that the event does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Box. A trigger fires from one place; an action lands in another.
Stripe triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add or update user avatar
Adds or updates a user avatar.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Add shared link to file
Adds a shared link to a file.
Product Created Trigger
Triggered when a product is created in Stripe
Add shared link to folder
Adds a shared link to a folder.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Stripe and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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