Activate Subscriptions Instantly on Deal Win
The moment the deal closes in Salesforce, your customer's subscription should already be live in Stripe. No waiting.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create subscription
Creates a new, highly configurable subscription for an existing stripe customer, supporting multiple items, trials, discounts, and various billing/payment options.
Why this helps
Sales closes the deal in Salesforce, but billing still manually creates the subscription in Stripe hours or days later. Customers wait to start, and you lose operational momentum.
- Subscriptions start the same moment the deal closes
- No manual billing handoff delays
- Customers can start using your product immediately
- Reduces post-sale friction and improves onboarding speed
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis in the portal
- 2Ask Notis (via chat or automation form): 'Create a subscription in Stripe every time I win an opportunity in Salesforce'
- 3Specify which subscription tier or product to use—Notis will learn this from your instruction or you can say 'the amount from the deal'
- 4Notis confirms the trigger (Won Opportunity) and asks where to send run reports
- 5Test with a real won deal and watch the subscription appear in Stripe within 30 seconds
Questions about this workflow
How does Notis know which subscription tier to create?
You tell Notis in your automation instruction—e.g., 'Create a yearly subscription matching the deal amount' or 'Use the Standard tier.' Notis interprets this automatically.
Can I pro-rate the first billing cycle?
Yes. Include that detail in your instruction: 'pro-rate the first month' or 'start billing immediately.' Notis passes it to Stripe.
What if the customer record doesn't exist in Stripe yet?
You can chain this with the lead-to-customer automation, or Notis can create the customer first if you include that instruction.
What if the opportunity amount doesn't match a Stripe price?
Notis alerts you and pauses the automation. Adjust your setup to use a fixed tier or define custom pricing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Stripe. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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