Connect your signing workflow to your payment platform so invoices and subscriptions activate the moment a contract is signed.
Neotask creates and sends a Stripe invoice automatically the moment a BoldSign document is fully signed.
New BoldSign signers are added as Stripe customers with name and email captured directly from the signed document.
Contract status in BoldSign triggers subscription activation or cancellation in Stripe without any manual handoff.
When a BoldSign document is fully signed, Neotask creates a Stripe invoice for the agreed amount and emails it to the customer immediately.
When someone signs a BoldSign agreement for the first time, Neotask adds them as a Stripe customer with their name and email from the document.
When a service agreement is signed in BoldSign, Neotask starts the matching Stripe subscription so billing begins on the correct date.
If a BoldSign contract is declined or expires, Neotask cancels or pauses the associated Stripe subscription to prevent incorrect charges.
Neotask adds the BoldSign document ID and signing date as metadata on the Stripe customer or invoice for easy cross-reference.
When a Stripe invoice created from a BoldSign event fails to pay, Neotask sends an internal alert with the customer name and amount due.
Connect BoldSign and Stripe through Neotask, then describe your trigger - for example, 'When a BoldSign contract is signed, create a Stripe invoice for the contract amount and send it to the signer.'
Neotask maps the BoldSign event to the Stripe action, pulling signer name, email, and any amount fields from the document to populate the invoice or customer record.
Every time a matching BoldSign document is completed, Neotask fires the Stripe action automatically - no manual steps, no delay between signature and billing.
| Capability | BoldSign | Stripe |
|---|---|---|
| Send and track signature requests | Yes | No |
| Create and send invoices | No | Yes |
| Manage customers and billing records | No | Yes |
| Handle document declines and expirations | Yes | No |
| Activate and cancel subscriptions | No | Yes |
| Capture signer contact details | Yes | No |
When a deal closes, two things need to happen fast: get the contract signed and get paid. BoldSign handles the signatures. Stripe handles the payments. But manually triggering invoices or creating customer records after each signing adds friction and delays revenue.
Neotask connects both tools so the billing action happens automatically the moment a contract is signed. No copy-paste, no manual invoice creation, no delay.
The time between signature and invoice is where deals stall. A customer who just signed is ready to pay. Waiting hours or days to send an invoice creates uncertainty and slows cash flow. By triggering Stripe billing directly from BoldSign events, Neotask eliminates that gap entirely.
The most common workflow is straightforward: a document is signed in BoldSign, and Neotask immediately creates a Stripe invoice with the agreed amount and emails it to the signer. But the pattern extends further.
For subscription-based services, signing a service agreement can trigger subscription activation in Stripe with the correct plan, billing cycle, and start date. For declined or expired contracts, Neotask can pause or cancel the associated subscription before any charge is made.
Signer data flows automatically too. Name, email, and company details captured in BoldSign are written to the Stripe customer record, so your billing system is never missing information that was already collected during signing.
Agencies, SaaS companies, and service businesses that collect signatures before billing are the primary users. Any team sending recurring contracts or service agreements where billing follows signing will see immediate time savings from this connection.
Include the invoice amount as a named field in your BoldSign document so Neotask can pull it directly into the Stripe invoice without manual entry.
Use a consistent document naming convention in BoldSign so Neotask can match documents to the correct Stripe product or pricing plan.
Test the integration with a low-value or internal document before enabling it for live client contracts to confirm amounts and recipients are correct.
Yes. You can configure Neotask to start a Stripe subscription with a specific plan and billing cycle when a BoldSign document is signed.
Neotask reads the amount from a named field in your BoldSign document, or you can specify a fixed amount when setting up the automation.
Neotask checks for an existing Stripe customer by email before creating a new one, so duplicate records are avoided automatically.
Yes. You can set separate rules for each document type - one template triggers an invoice, another triggers a subscription, and so on.
No. Neotask handles the connection through plain-language prompts. You describe the workflow and Neotask configures the trigger and action.
Stop copying data between your contract and billing tools. Tell Neotask what you need and let it handle the automation.
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