Give new subscriptions a clear follow-up path
When Stripe adds a subscription, Notis can create a Dynamics 365 opportunity for your team to review and act on.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Subscription starts can be easy to miss when onboarding or expansion follow-up lives in a separate sales system.
- Create an opportunity when a Stripe subscription is added.
- Keep relevant subscription context available to the Dynamics 365 team.
- Give onboarding or expansion follow-up a record to start 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 opportunity for a new subscription and include the available customer and subscription details.
- 4Pick Stripe's Subscription Added trigger and choose where run reports should go.
- 5Test with one real subscription event and review the opportunity.
Questions about this workflow
Does this workflow handle subscription renewals?
It starts on Stripe's Subscription Added event. Renewal events are not among the listed triggers for this workflow.
Can it assign an owner or set a sales stage?
Describe the desired outcome in the instruction. Notis should only set details supported by the action and available context.
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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