Understand Payment Behavior Instantly
New contact in Salesforce? Their Stripe charge history loads automatically. Know how they pay before the first conversation.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Retrieve Charge Details
Retrieves full details for an existing stripe charge using its unique id.
Why this helps
A new contact arrives in Salesforce (from a referral, campaign, etc.), but you know nothing about how they've paid in the past. You're starting every conversation blind about payment behavior.
- Immediate visibility into contact's payment history
- Sales reps understand customer payment patterns
- Better conversation readiness with billing context
- Prevents billing surprise on first invoice
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis in the portal
- 2Ask Notis: 'When a new contact is added to Salesforce, retrieve their charge history from Stripe'
- 3Notis will search for charges associated with the contact's email and populate Salesforce with charge summaries
- 4Specify which charge fields matter (amount, date, status, card type, invoice link)
- 5Test by creating a new contact with an email from someone who's made Stripe charges and verify charge details appear in Salesforce
Questions about this workflow
What if the contact has no Stripe charges?
Notis notes 'No charges found' in Salesforce. This itself is useful information (new customer, never paid before).
How many recent charges does Notis pull?
You specify: 'Last 5 charges', 'Charges from the last year', etc. Notis retrieves based on your criteria.
Does this include failed charges?
Yes, if you want them. You can tell Notis: 'Show successful charges only' or 'Include failed charges to see payment issues.' Your choice.
Can I see detailed charge metadata?
Yes. Notis can pull invoice links, card details (masked), payment method, and any custom metadata from Stripe charges.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.