Prepare a subscription document packet
Create a subscription document and append the supporting PDF pages your process requires when a subscription is added.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
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.
Why this helps
New subscriptions can require assembling an agreement and supporting pages at the same time the team is handling onboarding.
- Generate a document when a subscription is added.
- Append supporting PDF pages into one output.
- Reduce manual document assembly during onboarding.
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 subscription packets.
- 3Tell Notis to generate the subscription document and append the required supporting PDFs available to it.
- 4Pick the Stripe Subscription Added trigger and choose where run reports should go.
- 5Test with one real subscription event and the required supporting PDFs.
Questions about this workflow
Does this create a legally approved agreement?
It generates a document from your template and available inputs. Have your team ensure the template and terms are appropriate for your use.
Where do supporting PDFs come from?
Provide the required PDFs through the available workflow inputs or context. The Stripe subscription event does not itself guarantee those files.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Product Created Trigger
Triggered when a product is created in Stripe
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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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