Stay Tax Compliant Without Manual Review
Every month, a complete review of your Stripe tax rates. Ensure everything is current and compliant.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List tax rates
Retrieves a list of tax rates, which are returned sorted by creation date in descending order.
Why this helps
You vaguely remember setting up tax rates in Stripe months ago, but you're not sure if they're still correct or current. Tax changes happen quietly, and you risk miscalculating taxes on invoices.
- Monthly tax rate reviews without manual work
- Stay current with tax changes and compliance
- Reduce risk of incorrect tax calculations
- Keep your billing setup audit-ready
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis in the portal
- 2Ask Notis: 'Send me a monthly report of my Stripe tax rates—names, percentages, and active status'
- 3Notis will ask which day of the month you prefer the report and where to send it (email, Slack)
- 4Specify any filters: 'Only report on tax rates for US states' or 'Flag any rates that changed from last month'
- 5Enable and receive your first report on the next scheduled date
Questions about this workflow
What exactly is in the tax rate report?
Tax rate name, percentage, effective date, status (active/inactive), jurisdictions, and any notes you added when creating them.
Can the report flag rates that changed?
Yes. Tell Notis: 'Highlight any rates that changed since last month.' Notis compares and alerts you to updates.
Can I export the rates from the report?
Yes. Notis can attach a CSV export for your records or for uploading to accounting software.
Should I use this if I only sell to one location?
Still helpful. Even one location's tax rates can change. Monthly reviews prevent billing errors.
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.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
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 Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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`.
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.
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.
Not just Salesforce and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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