Record new Stripe subscriptions for onboarding
When a subscription starts, create a document with the available details so onboarding can pick up the account context.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Subscription starts can get lost between billing activity and the separate work of starting customer onboarding.
- Create a reviewable record when a subscription is added.
- Keep available subscription context ready for onboarding.
- Reduce manual handoff work after a new subscription.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Carbone once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to generate a Carbone onboarding record using details available for the new subscription.
- 4Choose the Stripe Subscription Added trigger and select where run reports should go.
- 5Test with one real subscription example.
Questions about this workflow
Will this document contain a full customer onboarding plan?
It generates a document from available event data and your template. Add any onboarding context not present in the event to your instruction or template.
Does it run for subscription renewals?
The listed trigger is Subscription Added. Renewal events are not included in the available trigger list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Carbone. A trigger fires from one place; an action lands in another.
Stripe triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Product Created Trigger
Triggered when a product is created in Stripe
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Connect any two apps with Notis in the middle.
Stripe and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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