Book the next step after a customer checks out
Keep new customers moving by turning completed checkouts into a timely onboarding meeting request.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Why this helps
New customers can pay successfully and still wait for someone to remember to arrange onboarding.
- Reduce delay between purchase and onboarding
- Avoid manually copying checkout details into a meeting request
- Keep the scheduling handoff attached to a clear customer event
Setup
Build it in a few focused steps.
- 1Connect Stripe and Calendarhero once in the Notis portal.
- 2Create an automation named for post-checkout onboarding.
- 3Tell Notis to use the completed checkout details to prepare an onboarding meeting request, following your scheduling instructions.
- 4Choose the Stripe Checkout Session Completed trigger and where run reports should go.
- 5Test with one real completed checkout and review the meeting request.
Questions about this workflow
Does this choose a meeting time automatically?
The workflow creates a meeting request using your scheduling instructions. Specify the participant and timing approach you want Notis to follow.
What if checkout does not include enough contact details?
Tell Notis what details are required. Review the run report and provide any missing information before scheduling.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Calendarhero. A trigger fires from one place; an action lands in another.
Stripe triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Fetch Contact
Fetch contact
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Product Created Trigger
Triggered when a product is created in Stripe
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Stripe and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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