Document billing updates in client records

When a new invoice is generated in Stripe, automatically record the payment details inside the customer's dedicated note in trumpet.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

trumpet Explore trumpet →

Triggers

New note created

Fires when a new note or document is created in trumpet.

Note updated

Fires when an existing note or document changes in trumpet.

Document viewed or shared

Fires when a document in trumpet is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in trumpet from a saved template.

Create or append to a note

Creates a note in trumpet or adds text to an existing one.

Convert a document to PDF

Converts a file in trumpet to PDF.

Publish or share a document

Publishes a document from trumpet or shares it by link.

Stripe Explore Stripe →

Triggers

New customer

Fires when a new customer is created in Stripe.

Subscription canceled

Fires when a subscription is canceled in Stripe.

New invoice generated

Fires when a new invoice is generated in Stripe.

Payment failed

Fires when a payment attempt fails in Stripe.

Actions

Create customer

Creates a new customer in Stripe.

Create subscription

Creates a new subscription in Stripe.

Cancel subscription

Cancels an existing subscription in Stripe.

Update customer

Updates a customer's billing details in Stripe.

Create service agreements for new subscribers When a new customer account is created in Stripe, automatically generate a personalized agreement document from a template in trumpet and send it for signature. See details

Update subscription profiles after contract signing When a document is fully signed in trumpet, automatically update the corresponding customer profile details in Stripe. See details

See all trumpet + Stripe integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Document billing updates in client records” between trumpet and Stripe?

Yes — describe it in the box above and Knit's Integrations Agent researches trumpet and Stripe's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can I automatically generate contracts when a new subscription starts?

Yes, whenever a new customer signs up in Stripe, a personalized contract template can automatically be populated and sent for signature in trumpet.

How does this integration handle account cancellations?

When a subscription is canceled in Stripe, a cancellation summary or exit note is automatically logged in trumpet for team visibility.