Keep a Complete Invoice Payment Log in HubSpot
Invoices are business-critical records. Notis logs every successful payment in HubSpot automatically so you have a complete audit trail linked to each customer.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
Invoice payments are recorded in Stripe but disconnected from HubSpot. You have no unified view of payments, invoices, and customer communications for reporting or compliance.
- Every invoice payment is logged and linked to the customer record
- Complete audit trail for compliance and financial reporting
- Easy to reference payment details when communicating with customers
Setup
Build it in a few focused steps.
- 1Connect Stripe and HubSpot in Notis.
- 2Create an automation: 'When an invoice payment succeeds in Stripe, create an email record in HubSpot with the invoice number, amount, date, and payment status.'
- 3Set 'Invoice Payment Succeeded' as your trigger.
- 4Choose your notification channel.
- 5Send a test invoice in Stripe and verify the record appears in HubSpot.
Questions about this workflow
Can I include the invoice PDF in the record?
Yes—specify in your automation, e.g., 'attach the invoice PDF from Stripe.' Notis will link it in the HubSpot record.
How do I track partial or late payments?
Notis captures payment status from Stripe, so you can see if a payment was late or partial. You can segment records by payment health.
Can I use this for tax or accounting records?
Absolutely—the records are timestamped and include all transaction details, making them audit-ready for tax and accounting purposes.
When this happens · Trigger
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Supported Triggers and Actions
Notis builds workflows that link Stripe to Hubspot. A trigger fires from one place; an action lands in another.
Stripe triggers
Hubspot actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Product Created Trigger
Triggered when a product is created in Stripe
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Not just Stripe and Hubspot. Any combination from 1,000+ integrations.
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