Start subscription onboarding in Coda
When Stripe adds a subscription, Notis can create a Coda doc with the details available in the event for your onboarding process.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create doc
Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).
Why this helps
New subscriptions can require several follow-up steps, and the first one is easy to miss when the event stays in Stripe.
- Create a visible starting point for onboarding
- Keep subscription context close to follow-up work
- Reduce the chance of a new subscriber being missed
Setup
Build it in a few focused steps.
- 1Connect Stripe and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Coda doc with the available subscription details when a subscription is added.
- 4Pick the Stripe Subscription Added trigger and choose where run reports should go.
- 5Test with one real example and review the doc.
Questions about this workflow
What starts this automation?
A Stripe Subscription Added event starts it.
Does the workflow assume a particular onboarding checklist?
No. You can describe the outcome you want in the automation instruction. Any checklist details must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Coda. A trigger fires from one place; an action lands in another.
Stripe triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add custom domain
Add a custom domain to a published doc.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add permission
Adds a new permission to the doc.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Begin content export
Initiate an export of content for the given page.
Product Created Trigger
Triggered when a product is created in Stripe
Content export status
Check the status of a page content export
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Stripe and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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