Create Close leads from completed Stripe checkouts
A completed checkout can become a useful sales record without copying customer details by hand.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Why this helps
New customers can end up scattered across Stripe and Close, making follow-up harder to track.
- Keep new customer records available in the sales CRM.
- Ask Notis to check for a matching lead before creating one.
- Reduce manual copying after a sale.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Close once in the Notis portal.
- 2Create an automation named for adding checkout customers to Close.
- 3In one instruction, ask Notis to check for a matching Close lead and create one from the checkout customer details if none exists.
- 4Pick the Stripe Checkout Session Completed trigger.
- 5Choose where run reports go, then test with one real completed checkout.
Questions about this workflow
Will this create a lead for every completed checkout?
The instruction can ask Notis to look for a matching lead first and create one only when no match is found.
What if the checkout does not include enough customer details?
Notis can only use details returned by Stripe. Ask it to skip lead creation and report the missing information when the event lacks what Close needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Close. A trigger fires from one place; an action lands in another.
Stripe triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Product Created Trigger
Triggered when a product is created in Stripe
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Connect any two apps with Notis in the middle.
Stripe and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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