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Notis

Create a Stripe draft invoice from a Zendesk request

Let Notis turn a clear billing request into a draft Stripe invoice, with the ticket context guiding the instruction.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Create an invoice

Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.

Why this helps

Preparing an invoice from a support request takes focus away from other work and leaves room for details to be missed.

  • Reduce manual invoice setup
  • Keep invoice requests moving from support
  • Create a draft for review before final billing steps

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Stripe once in the Notis portal.
  • 2Create an automation with a prompt to create a draft invoice when a ticket contains a complete, eligible billing request.
  • 3Pick the New Zendesk Ticket trigger for invoice requests.
  • 4Choose a report channel and test with one real request before relying on it.

Questions about this workflow

Does this send the invoice to the customer?

The listed action creates a draft Stripe invoice. The source description does not state that it finalizes or sends the invoice.

What if the ticket does not include enough billing details?

Tell Notis to report the missing information for follow-up rather than create an incomplete invoice.

Can this invoice be for a subscription?

The action supports billing for a specific subscription, which must belong to the customer. Include that requirement in the prompt when relevant.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Stripe actions

Recurring trigger

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

TriggerScheduled

Cancel subscription

Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.

ActionInstant

Webhook trigger

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

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Create an invoice

Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.

ActionInstant

Create payment intent

Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.

ActionInstant

Create a price

Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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