Prepare customer agreements when Stripe adds a subscription
Start the agreement as soon as a subscription begins. Notis can use your Documenso template to prepare the signing document for the customer.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
New customers can slip through the gap between a paid subscription and the paperwork your team still needs to send.
- Reduce the delay between subscription start and agreement preparation.
- Keep the contract step connected to the billing event.
- Spend less time recreating routine customer paperwork.
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 create a Documenso document from your chosen template for each new Stripe subscription and prepare it for signing.
- 4Choose the Stripe Subscription Added trigger and select where run reports should go.
- 5Test the automation with one real subscription example.
Questions about this workflow
Does this automatically send the document for signing?
This workflow creates a document from a template. Distribution is a separate Documenso action, so describe only preparation unless you have a separate automation to distribute it.
Can the template include customer-specific details?
You can tell Notis what information to use when creating the document. The workflow can use details returned with the trigger, but any missing information must be supplied by you.
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.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Delete Template
Tool to delete a template by ID.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Product Created Trigger
Triggered when a product is created in Stripe
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get Template
Tool to fetch a template by ID.
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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