Check available forms after an invoice is paid
A paid invoice can be the right moment to check whether your team has a form for the next step. Notis can retrieve the available definitions for review.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Knowing which form supports a follow-up often means searching a separate system at the wrong moment.
- Quickly surface existing forms for a payment-related follow-up.
- Keep the finance event connected to operational process context.
- Avoid creating duplicate forms based on an incomplete view.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the outcome in one instruction: after an invoice payment succeeds, retrieve Connecteam form definitions and summarize any relevant process context.
- 4Pick Stripe Invoice Payment Succeeded as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does this submit a form?
No. The action retrieves form definitions only.
Will forms be available automatically?
Connecteam's forms API must be enabled. If it is not enabled, the workflow may not be able to retrieve the definitions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Connecteam. A trigger fires from one place; an action lands in another.
Stripe triggers
Connecteam actions
Recurring trigger
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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