Turn Sales Opportunities Into Billable Products Instantly
New opportunity in Salesforce? Create a new Stripe product automatically. Start selling and billing without setup delays.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Why this helps
Sales closes a unique opportunity (custom service, bespoke product), but Stripe has no product for it yet. You have to manually create one, causing billing delays and scope confusion.
- Every new deal has a corresponding Stripe product immediately
- No billing delays from missing products
- Reduces setup overhead for custom offerings
- Sales and billing stay synchronized
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'Create a Stripe product every time I create a new opportunity in Salesforce'
- 3Specify what information from the opportunity becomes the product details (opportunity name = product name, description from a field, active by default, etc.)
- 4Notis confirms the trigger and notification channel
- 5Test by creating a new opportunity in Salesforce and verifying a product appears in Stripe within seconds
Questions about this workflow
What becomes the product name?
You decide in your instruction. Typical: the opportunity name, a field value, or a formula. Notis extracts and applies it automatically.
Can I automatically create pricing for the new product?
Yes. Tell Notis: 'Also create a price for [amount].' One automation can create both product and price.
What if the opportunity is for an existing product?
Include a condition: 'Only create a new product if the opportunity references a custom product, otherwise skip.' Notis respects these conditions.
Can I include custom metadata from Salesforce?
Yes. Add fields like cost, category, or SKU from Salesforce to Stripe product metadata. Notis captures them all.
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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