Turn a qualifying checkout into a project kickoff
For work that needs its own plan, a completed checkout can start a dedicated Breeze project and bring the delivery team together.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Why this helps
Project based purchases can be paid for without anyone creating the delivery space the team needs to start.
- Start project setup from qualifying completed checkouts.
- Reduce delay between payment and delivery planning.
- Keep project creation tied to the customer event.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the outcome: create a Breeze project when a qualifying Stripe Checkout Session completes, using the available details to name and contextualize it.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real completed checkout example.
Questions about this workflow
Should every checkout create a project?
Usually only offerings that need dedicated project tracking should do so. Describe the relevant cases clearly in your instruction.
What if the checkout does not provide a suitable project name?
Provide a naming rule or use the available details and ask Notis to note missing information in the task or report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Breeze. A trigger fires from one place; an action lands in another.
Stripe triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Product Created Trigger
Triggered when a product is created in Stripe
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Stripe and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.