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Follow a Completed Checkout With the Right Document

Keep the next paperwork step close to the completed purchase by starting a Docuseal request from your supplied PDF.

Trigger

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

Action

Create Submission From PDF

Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.

Why this helps

A completed checkout can be easy to miss when a separate document still needs to be signed.

  • Respond to completed checkouts with a document workflow.
  • Use your supplied PDF as the signature document.
  • Cut down on manual follow-up after a purchase.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Docuseal once in the Notis portal.
  • 2Create an automation and describe which supplied PDF to send and how to use checkout details available in the event.
  • 3Pick Checkout Session Completed as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real completed checkout and verify the Docuseal submission.

Questions about this workflow

Does checkout completion include all information for the document?

Not necessarily. Use details available from the event and provide any additional document content or data the request needs.

Can I use an existing Docuseal template with this action?

This workflow uses Create Submission From PDF. Provide the PDF to submit; the listed action does not create a submission from a template.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe triggers

Docuseal actions

Recurring trigger

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

TriggerScheduled

Archive Template

Tool to archive a specific template by its unique identifier. use after verifying the template id.

ActionInstant

Webhook trigger

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

TriggerInstant

Clone Template

Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.

ActionInstant

Charge Failed Trigger

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

TriggerInstant

Create Submission From PDF

Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Create Template from HTML

Tool to create a template from html content. use when you need to define a reusable document template directly from html input.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Get Template

Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

List Submissions

Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

List Submitters

Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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