See Subscription Status Without Leaving Salesforce
Task completed in Salesforce? Stripe subscription details populate automatically. Know your customer's billing state without context-switching.
Trigger
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.
Action
Retrieve subscription
Retrieves detailed information for an existing stripe subscription using its unique id.
Why this helps
You complete a task related to a customer in Salesforce (renewal discussion, support ticket), but you don't know their current subscription status. You context-switch to Stripe or ask someone else to check.
- Subscription context is always visible during task workflows
- No context-switching to check billing status
- Sales and support have billing info for better conversations
- Reduces time spent looking up subscription details
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'When I mark a task complete, pull the customer's Stripe subscription details into Salesforce'
- 3Notis will match the task to a customer and retrieve their subscription status, dates, and usage
- 4Specify which subscription fields to surface (plan, amount, renewal date, status)
- 5Test by completing a task related to a customer and verifying subscription details appear in Salesforce within seconds
Questions about this workflow
How does Notis match the task to a customer?
Via the task's associated account or contact. You can also specify a lookup rule in your instruction if tasks use different linking.
What if a customer has multiple subscriptions?
Notis returns all active subscriptions. You can add: 'Show only the primary subscription' if you prefer one main billing relationship.
Can I update Salesforce fields with this data?
Yes. Tell Notis: 'Fill the subscription renewal date field in Salesforce.' Notis syncs the data automatically.
Does this work for canceled subscriptions too?
Yes. Include those in your instruction: 'Show active and recently canceled subscriptions.' Notis includes billing context for closed relationships.
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.
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When this happens · Trigger
Do this · Action
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