Turn New Pipedrive Deals into Stripe Customers
Keep customer setup connected to sales: when a deal appears in Pipedrive, create the matching Stripe customer record.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Copying prospect details into Stripe adds busywork and leaves billing setup easy to forget.
- Reduce repeated entry between sales and billing tools
- Prepare a Stripe customer record while a deal is fresh
- Receive a run report when details are missing
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Stripe customer from each new Pipedrive deal, using available contact details and avoiding duplicates where possible.
- 4Choose the Pipedrive new deal trigger and select where run reports should go.
- 5Test with one real example and review the run report.
Questions about this workflow
What if the deal has no email address?
Notis can only use details available from the event or connected app data. Review the run report and add the missing contact detail before retrying.
Will this create a Stripe customer every time?
The instruction can ask Notis to check for an existing customer before creating one. Confirm the result in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Stripe. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
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.
Pipedrive and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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