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Turn completed checkouts into purchase receipts

A completed checkout can become a ready-to-share receipt without copying payment details into a document by hand.

Trigger

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

Action

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

Why this helps

Receipts often get delayed when payment details are scattered across Stripe and document templates.

  • Create a consistent receipt for each completed checkout.
  • Reduce manual copying after a sale.
  • Keep receipt creation tied to the checkout event.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Docugenerate once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to generate a purchase receipt from the completed checkout details using your chosen Docugenerate template.
  • 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
  • 5Test with one real completed checkout.

Questions about this workflow

What starts this automation?

A Stripe checkout session completing starts it.

Can I choose the receipt layout?

Yes. Tell Notis which existing Docugenerate template to use. The available checkout details determine what can be included.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Docugenerate. A trigger fires from one place; an action lands in another.

Stripe triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Generate document with merge

Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Connect any two apps with Notis in the middle.

Stripe and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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