Keep agreement contacts current when a payment fails
A failed payment can signal that customer details need attention. Have Notis update the signing recipient on the associated agreement when the right contact details are available.
Trigger
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Action
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Why this helps
Billing and signing records can point to different contact details, leaving your team to reconcile them by hand.
- Reduce manual reconciliation between payment and signing records.
- Keep a related agreement recipient aligned with available customer details.
- Make payment issues a cue to review agreement contact information.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to locate the related Documenso document and update its recipient using the current contact details available for the failed payment.
- 4Choose the Stripe Payment Intent Failed trigger and select where run reports should go.
- 5Test with one real failed payment example and confirm the intended recipient is updated.
Questions about this workflow
Does a failed payment include corrected contact details?
Not necessarily. This workflow can use details returned by Stripe or otherwise made available to Notis. If you do not have a reliable current contact source, provide one or use the trigger as a review cue.
Will it update every recipient on the document?
The instruction should identify the specific related document and recipient. The update action changes a recipient, so avoid asking Notis to update contacts it cannot confidently identify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Documenso. A trigger fires from one place; an action lands in another.
Stripe triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Stripe and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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