Finalize Payments the Moment Confirmation Arrives
Customer confirms payment in Salesforce? Stripe payment intent is confirmed automatically. No manual intervention.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update Payment Intent
Updates a stripe paymentintent with new values for specified parameters; note that if `currency` is updated, `amount` might also be required, and certain updates (e.g., to `payment method`) can necessitate re-confirmation by the customer.
Why this helps
Customer sends payment confirmation (email, Slack) to Salesforce, but you manually have to go to Stripe and confirm the payment intent. Delays happen and sometimes the step is forgotten entirely.
- Payments confirm instantly without manual steps
- No forgotten payment confirmations in Stripe
- Faster cash collection and reconciliation
- Reduces payment follow-up overhead
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'When a contact confirms payment in Salesforce, automatically confirm the payment intent in Stripe'
- 3Specify how payment confirmation is indicated in Salesforce (a checkbox, a status change, an email notification, etc.)
- 4Notis confirms the trigger and notification channel
- 5Test by marking a contact as payment-confirmed in Salesforce and verifying the payment intent is finalized in Stripe within seconds
Questions about this workflow
How does Notis know which payment intent to confirm?
You specify this in your instruction: match by customer email, a payment intent ID field in Salesforce, or a recent pending intent. Notis handles the lookup.
What if the payment intent is already expired?
Notis alerts you to this conflict and skips the confirmation. It's a safety check to prevent errors.
Can I send a payment confirmation receipt automatically?
Yes. Include in your instruction: 'Send a receipt to the customer's email after confirming.' Notis orchestrates the full flow.
Does this work for partial payments?
Yes. Stripe supports partial confirmation if you set an amount. Notis respects that in your instruction.
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
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