Reflect paid invoices in Apollo contact stages
Let a successful invoice payment update the relationship stage your team uses to organize customer follow-up.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
A paid invoice may signal a meaningful customer milestone, but the contact stage can remain stale until someone updates it manually.
- Keep contact stages aligned with payment milestones.
- Reduce manual CRM updates after invoice payment.
- Help teams find recently converted or active customers.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Apollo once in the Notis portal.
- 2Create an automation and state which contact stage should reflect a successful payment.
- 3Pick the Invoice Payment Succeeded trigger and ask Notis to update the matching contact stage.
- 4Choose a report channel and test with one real paid invoice.
Questions about this workflow
Can I choose any contact stage?
The stage must be a valid stage in your Apollo account. Ask Notis to use a stage your team already has configured.
What if one invoice cannot be matched to a contact?
Ask Notis to report unmatched invoices so your team can review them separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Apollo. A trigger fires from one place; an action lands in another.
Stripe triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Product Created Trigger
Triggered when a product is created in Stripe
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Stripe and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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