Prevent Duplicate Customers Before They Happen
New lead in Salesforce? Notis immediately searches Stripe to see if they're already a customer. No more duplicates.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
A new lead arrives in Salesforce, but they're already a Stripe customer. Nobody realizes it until invoicing time, and now you have duplicate customer records to reconcile.
- Automatically detect if leads are existing customers
- Prevent duplicate Stripe customer records
- Surface existing customer relationships to sales
- Reduce reconciliation and support overhead
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'When a new lead arrives, search Stripe to see if they're an existing customer'
- 3Notis will search by email and return any matching Stripe customer records
- 4Specify which customer fields to surface in Salesforce (subscription status, lifetime value, payment method)
- 5Test by creating a lead with an email from an existing Stripe customer and verifying the search returns the correct customer
Questions about this workflow
What if there are multiple Stripe customers with similar emails?
Notis returns all matches and asks which (if any) is the correct one. You can refine the search criteria in your instruction.
Can I automatically link the lead to the existing customer?
Yes. Tell Notis: 'If the customer exists, link the lead to them and mark as existing customer.' Notis creates the connection.
What if the email doesn't match exactly?
You can include fuzzy matching in your instruction: 'Search by email and company name for better matching.' Notis applies both criteria.
Does this prevent duplicate customer creation later?
Not directly, but it makes deduplication obvious to users. You can add a rule: 'Reject new customer creation if someone already exists with that email.'
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.