Turn meeting decisions into draft invoices
After a client call, capture the billable work in a draft invoice and keep the next step easy to review.
Trigger
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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
Agreed work can get lost between a meeting recap and the time it takes to prepare an invoice.
- Reduce manual invoice preparation after client calls.
- Keep proposed charges in draft form for review.
- Use meeting context to make billing follow-up easier.
Setup
Build it in a few focused steps.
- 1Connect Zoom and Stripe once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and name it.
- 3Tell Notis to review each meeting summary and prepare a Stripe draft invoice only for clearly stated billable work; ask for missing customer or pricing details.
- 4Pick Meeting Summary Created or Updated as the trigger and choose where run reports go.
- 5Test with one real meeting summary and review the resulting draft invoice.
Questions about this workflow
Does this send the invoice to the client?
No. The Stripe action creates a draft invoice, which you can review before sending.
What if the meeting summary does not include a customer or price?
Tell Notis to report missing details instead of guessing. Supply the customer and pricing information before the invoice is prepared.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Stripe. A trigger fires from one place; an action lands in another.
Zoom triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
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.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
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.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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`.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Zoom and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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