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Notis

Refund Customers the Instant You Know There's an Issue

External system sends a signal that a customer needs a refund? Stripe refund is created automatically. No delay, no manual steps.

Trigger

Webhook received

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

Action

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

Why this helps

A customer reports an issue or a third-party system flags a problem, but the refund sits in your queue because you have to manually hop into Stripe to create it. Customer is upset by the time it happens.

  • Refunds process instantly when issues are flagged
  • No manual Stripe queue or oversight delays
  • Faster customer resolution and satisfaction
  • Reduces support ticket resolution time

Setup

Build it in a few focused steps.

  • 1Connect Stripe to Notis in the portal
  • 2Ask Notis: 'Create a refund in Stripe whenever you receive a webhook signal for customer issues'
  • 3Notis will provide a unique webhook URL for your external system or service to call
  • 4Specify the webhook payload structure (what fields indicate the customer, charge, and refund amount)
  • 5Test by sending a sample webhook and verifying the refund appears in Stripe within seconds

Questions about this workflow

What payload structure do I send in the webhook?

Tell Notis in your setup instruction. Typical: customer ID, charge ID, refund reason, amount. Notis tells you the expected format.

Can I process partial or full refunds?

Yes. Include in the webhook payload: 'full' or 'amount: $50.' Notis processes accordingly.

Does Notis verify the webhook is legitimate?

Yes. Notis uses signed webhook URLs to verify incoming requests. Only trusted sources can trigger refunds.

Can I notify the customer automatically?

Yes. Add to your instruction: 'Send a refund confirmation email to the customer.' Notis can coordinate the message.

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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

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.

TriggerPolling

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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`.

ActionInstant

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

TriggerPolling

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Salesforce and Stripe. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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