Start subscription onboarding with templates in view
A new subscription is a natural moment to check which document templates are available for onboarding and recurring account work.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Subscription onboarding can stall when the person handling it has to search separately for the relevant document templates.
- Surface the available templates at subscription start
- Make onboarding document options easier to review
- Reduce the need to jump between Stripe and Documint
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 your desired outcome from any channel.
- 3In one instruction, ask Notis to list and summarize Documint templates when a Stripe subscription is added.
- 4Pick the Stripe Subscription Added trigger and choose where run reports should go.
- 5Test with one real example and review the run report.
Questions about this workflow
Does this send a subscription agreement to the customer?
No. It lists templates for review. Sending or generating documents is not available among the listed actions.
Can it choose the right onboarding template automatically?
It can summarize the list, but a selection rule must be included in your instruction and supported by the returned template details.
What event triggers the review?
The Stripe Subscription Added event.
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.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Product Created Trigger
Triggered when a product is created in Stripe
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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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