Review the agreement when an invoice is paid
Bring the document's current details into view when Stripe confirms an invoice payment.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
Invoice payments and agreement records live in separate places, making routine checks harder to keep up with.
- Fetch a document's latest state after payment
- Reduce app switching during invoice review
- Keep payment-related agreement details at hand
Setup
Build it in a few focused steps.
- 1Connect Stripe and Docnify once in the Notis portal.
- 2Create an automation for paid invoice agreement review.
- 3Tell Notis how to identify the document related to a successful invoice payment, using a shared identifier or a supplied document ID.
- 4Pick Stripe's Invoice Payment Succeeded trigger and choose where run reports should go.
- 5Test with one real paid invoice and verify the document match.
Questions about this workflow
What does this workflow retrieve?
It fetches a specific Docnify document by ID so Notis can review its current state and metadata.
What if the invoice does not identify a Docnify document?
Provide a lookup rule or document ID in the instruction. Notis should not assume a relationship that is absent from the available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Docnify. A trigger fires from one place; an action lands in another.
Stripe triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Product Created Trigger
Triggered when a product is created in Stripe
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Stripe and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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