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Notis

Catch Cancellations Instantly and Save at-Risk Subscriptions

Subscriptions are cancelling in Stripe while you're unaware. By the time you notice, the customer is gone. Notis creates a task in Salesforce the second a subscription cancels, giving you a moment to reach out and save the deal.

Trigger

Subscription Deleted Trigger

Triggered when a subscription is deleted in Stripe

Action

Create task

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Why this helps

A customer cancels their subscription but you don't realize it until you check Stripe next month. You've lost them without ever getting a chance to save the relationship.

  • Instant notification when subscriptions cancel means faster retention outreach
  • Every cancellation becomes a tracked task so nothing falls through the cracks
  • Catch at-risk customers while there's still time to save the deal

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Salesforce to Notis through the portal (one-time)
  • 2Create an automation: 'When a Stripe subscription is cancelled, create an urgent retention task in Salesforce to follow up with the customer.'
  • 3Set the trigger to: Stripe Subscription Deleted
  • 4Choose your notification channel (Slack sends fastest alerts)
  • 5Test by cancelling a test subscription in Stripe and verify the task appears immediately in Salesforce

Questions about this workflow

How do I know why the customer cancelled?

Notis includes the customer contact info in the task. The cancellation reason from Stripe (if provided) is added to the task notes.

Can I automate a specific retention offer?

Yes. Update your prompt: 'Create a task with a note suggesting a 20% discount if they reinstate within 7 days.' Notis includes this in the task.

What if a customer cancels and resubscribes the same day?

Notis will create the cancellation task, then you can mark it complete once the resubscription is confirmed. No duplicate work.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Salesforce. A trigger fires from one place; an action lands in another.

Stripe triggers

Salesforce actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

ActionInstant

Connect any two apps with Notis in the middle.

Stripe and Salesforce, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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