Give new customers an onboarding link right after checkout
A completed purchase can start onboarding immediately. Have Notis create a Calendly link using the event type you provide, then return it for the customer follow-up you choose.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Why this helps
New customers often wait for someone to notice a purchase and send the next step, leaving onboarding easy to forget.
- Reduce the gap between purchase and onboarding.
- Keep the next step easy to find.
- Avoid manually creating a link for each new customer.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Calendly scheduling link for each completed checkout using the event type you provide, and make the link available for onboarding follow-up.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports go.
- 5Test with one real completed checkout and confirm the link uses the intended event type.
Questions about this workflow
Does this automatically send the link to the customer?
The listed Calendly action creates a scheduling link. Configure the instruction around returning the link for your follow-up process; this action does not send an email.
What does Notis need to create the link?
Provide the active Calendly event type and the maximum number of events the link may book. Stripe checkout data can supply purchase context when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Calendly. A trigger fires from one place; an action lands in another.
Stripe triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Product Created Trigger
Triggered when a product is created in Stripe
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Stripe and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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