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Notis

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

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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