CHANGE LOG

Change Log (1)

INTRODUCTION

Built on Make.com, this powerful automation system transforms your Notion client intake forms into professional Stripe invoices, seamlessly integrated with your existing workflow. The system automatically processes new client submissions, creates Stripe customers, generates invoices, and maintains your Notion database with complete billing information.

This streamlined system turns time-consuming manual invoice creation into an effortless process, creating professional billing documents from every client form submission you receive.

How It Works

At the system's core is a sophisticated automation workflow that handles everything from client data capture to invoice generation and database updates, ensuring no manual intervention is required.

📝 Step 1: Capture Client Data via Notion Form

• The system activates when a new Notion form is submitted
• Client details and project information are captured via Webhooks
• The raw data is prepared for processing through Make.com

🏢 Step 2: Automated Stripe Customer Creation

• The system connects to Stripe for customer management:
  • Customer profile creation with complete contact information
  • Address and billing details integration
  • Phone and email validation

💰 Step 3: Professional Invoice Generation

• The system creates comprehensive invoices:
  • Invoice item creation with project details and pricing
  • Professional invoice generation with payment terms
  • Invoice finalization and hosting for client access

📊 Step 4: Database Management & Updates

• The workflow maintains data integrity:
  • Notion database retrieval and item identification
  • Invoice ID and URL updates in Notion
  • Complete audit trail maintenance

Tools & Platforms Used

• Make.com: Primary automation platform