Start Subscriptions from Confirmed Sales Details
Carry confirmed recurring terms from a new Pipedrive deal into Stripe with a clear run report for anything that needs attention.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Recurring billing can be delayed when subscription terms stay buried in sales records.
- Reduce manual subscription setup
- Use explicit deal terms to guide billing
- Surface missing customer or price details
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 name it for subscription setup.
- 3Tell Notis to create a Stripe subscription only when the deal clearly identifies an existing Stripe customer, valid price, and recurring terms; report missing details rather than infer them.
- 4Choose the Pipedrive new deal trigger and select where run reports should go.
- 5Test with one real deal whose subscription terms are confirmed, then review the Stripe result.
Questions about this workflow
Does this workflow choose a Stripe price automatically?
Only use a price when it can be identified from the deal context or your instruction. If it is missing or unclear, have Notis report that instead of guessing.
Can this create a subscription for a customer who is not in Stripe yet?
The Stripe action requires an existing customer. Create or verify that customer first.
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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