Review onboarding intake when an invoice is paid
When payment succeeds, bring existing onboarding responses into view so the team can see the information already collected before kickoff.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
List form submissions
Tool to retrieve a list of all submissions for a specific form. use after obtaining the form id to review its submissions.
Why this helps
Teams can receive payment and still miss intake details that customers have already submitted.
- Bring submitted onboarding details into a payment triggered report.
- Prepare for kickoff with less searching.
- Summarize the returned intake information for easier review.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Cabinpanda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to list and summarize submissions for your specified Cabinpanda onboarding form after invoice payment succeeds.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports go.
- 5Test with one real paid invoice and a form that has submissions.
Questions about this workflow
Does it submit onboarding information for the customer?
No. It retrieves existing submissions for the form id you provide.
Does the workflow know which customer submitted each response?
Only if that information is included in what Cabinpanda returns. The provided event descriptions do not guarantee a match to the Stripe invoice.
Can it work before anyone has submitted the form?
It can run, but useful response details depend on submissions existing for the specified form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Cabinpanda. A trigger fires from one place; an action lands in another.
Stripe triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a specific form by its id. use after confirming the target form exists and is safe to remove.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
Product Created Trigger
Triggered when a product is created in Stripe
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Stripe and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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