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Turn new Stripe products into information sheets

When a product is created, prepare a reusable information sheet from the product details available to Notis.

Trigger

Product Created Trigger

Triggered when a product is created 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

Product details can be entered in billing before the people supporting sales or customers have a clear document to reference.

  • Prepare a product reference document at creation time.
  • Give teams a consistent place to review available product details.
  • Reduce duplicate product information entry.

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 name it for product information sheets.
  • 3Tell Notis to generate a product sheet using the available Stripe product details and your chosen template.
  • 4Pick the Stripe Product Created trigger and choose where run reports should go.
  • 5Test with one real product creation event.

Questions about this workflow

Will this include pricing?

Include only pricing information available to Notis for the product. If your document needs other pricing context, supply it in the instruction or template data.

Does creating the document change the Stripe product?

No. This workflow generates a document in Docugenerate after the product creation event.

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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