Make subscription cancellations visible to sales
Bring cancellation context into a related Dynamics 365 opportunity so your team can decide whether follow-up is needed.
Trigger
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
A cancellation can go unnoticed by the people responsible for customer conversations when it only appears in billing tools.
- Surface subscription deletion context on a related opportunity.
- Help teams review cancellations without switching between billing and CRM.
- Avoid treating a cancellation as a confirmed churn reason when none is provided.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dynamics 365 in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find and update the related Dynamics 365 opportunity with the subscription deletion context, and report when no reliable match is available.
- 4Pick Stripe's Subscription Deleted trigger and choose where run reports should go.
- 5Test with one real subscription deletion event and review the update or no-match report.
Questions about this workflow
Will this always find the right opportunity?
Only when the available event details can reliably identify a related opportunity. Ask Notis to report a missing or uncertain match rather than update an unrelated record.
Does this identify why a customer canceled?
No. The event may not include a cancellation reason. The workflow should not infer one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dynamics365. A trigger fires from one place; an action lands in another.
Stripe triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Product Created Trigger
Triggered when a product is created in Stripe
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Stripe and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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