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Bring template details into post-checkout review

Give completed checkouts a useful next step by asking Notis to retrieve the details of a Documint template you specify.

Trigger

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

Action

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

Why this helps

After a purchase, checking a template means switching tools and locating its ID before you can review the details.

  • Retrieve current details for a specified template
  • Keep post-checkout review in the same workflow
  • Avoid manually reopening Documint to inspect template settings

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Documint once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
  • 3In one instruction, ask Notis to retrieve details for a specified Documint template after checkout completes; include the valid template ID.
  • 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
  • 5Test with one real example and review the run report.

Questions about this workflow

Can this workflow find a template by name?

The Get Template action requires a template ID. Supply the correct ID in your instruction.

Does it generate or deliver a document?

No. It retrieves details for one existing template.

Can the completed checkout data supply the template ID automatically?

Only if the needed ID is present in the event data or supplied another way. Otherwise, include the ID in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe triggers

Documint actions

Recurring trigger

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

TriggerScheduled

Delete Template

Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

ActionInstant

Charge Failed Trigger

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

TriggerInstant

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Update Template

Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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