Review documents alongside paid invoices
When an invoice payment succeeds, a quick look at existing Documint documents can help keep billing records in view.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Paid invoices and generated paperwork live in separate places, making it easy to lose track of what is already on file.
- Review the Documint documents already in the account
- Bring document activity into the invoice payment follow-up
- Reduce context switching between billing and document tools
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 what outcome you want from any channel.
- 3In one instruction, ask Notis to list Documint documents after a successful Stripe invoice payment and summarize the results.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports should go.
- 5Test with one real example and review the run report.
Questions about this workflow
Will this create an invoice receipt or PDF?
No. The available action lists existing Documint documents. It does not create a new document.
Does the workflow know which listed document belongs to the paid invoice?
Only if the returned data includes a usable relationship. If it does not, provide a matching rule or reference in your instruction.
Can it run for every successful invoice payment?
Yes. Choose the Stripe Invoice Payment Succeeded trigger when you create the automation.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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