Turn completed checkouts into organized leads
A completed checkout can give your team a useful starting point for customer follow-up in Dynamics 365.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Buyer details from checkout can be separated from the sales follow-up process, leaving teams to copy information by hand.
- Create a Dynamics 365 lead when checkout completes.
- Reduce manual copying of buyer context between systems.
- Give sales a record to review and follow up from.
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 create a Dynamics 365 lead from each completed checkout session using the buyer details available in the event.
- 4Pick Stripe's Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real completed checkout and review the created lead.
Questions about this workflow
Does every completed checkout create a lead?
Yes, this instruction creates a lead for each event that starts the automation. You can describe additional criteria in your instruction only if the event provides the needed information.
Will Notis invent missing buyer details?
No. It can only use details available in the event or accessible through the connected app.
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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