Create a payment summary document on a schedule
Bring payment review into a predictable rhythm with a document you can scan when it suits you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Payment review can turn into a context-switching task when data has to be gathered and formatted on demand.
- Run a recurring document workflow on a schedule you choose.
- Create PDF or Excel output from HTML.
- Keep payment review in one repeatable routine.
Setup
Build it in a few focused steps.
- 1Connect Stripe and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, then choose its name, prompt, report channel, and trigger.
- 3In one instruction, describe the payment data to summarize and the HTML document to generate.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real example and confirm the available Stripe data supports your summary.
Questions about this workflow
What date range does the summary cover?
Specify the period in your instruction and schedule. If the needed payment history is not available to Notis, provide the data source or history.
Can it create an Excel file?
Create Document supports PDF or Excel output from HTML content or a URL. Specify the desired output in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to DocRaptor. A trigger fires from one place; an action lands in another.
Stripe triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
Product Created Trigger
Triggered when a product is created in Stripe
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Stripe and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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