Keep Payment Issue History Visible in Salesforce
Charge failures happen in Stripe, but your Salesforce customer record has no record of the problem. Notis automatically logs every failed charge as a note so you have complete context when you talk to the customer.
Trigger
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A customer's charge fails but you have no note in Salesforce. You later follow up assuming everything is fine, missing the payment issue that's been sitting there.
- Payment issues are logged in Salesforce so nothing gets missed
- Your customer context includes payment problems
- Team members can see the full payment history without checking Stripe
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time integration)
- 2Create an automation: 'When a Stripe charge fails, create a note in Salesforce on the customer account documenting the failure reason and failure date.'
- 3Set the trigger to: Stripe Charge Failed
- 4Choose notification preferences
- 5Complete a failed charge in Stripe (use test mode) and verify a note appears in the customer's Salesforce account
Questions about this workflow
What information does Notis include in the note?
Failure reason (insufficient funds, expired card, etc.), charge amount, attempted date, and customer email. You can customize this in your prompt.
Can I automatically retry the charge?
Notis doesn't retry Stripe charges, but you can prompt Notis to create a task reminding you to retry manually or contact the customer.
Should I log every failed charge or just certain ones?
By default, all failures are logged. You can filter by amount if you want: 'Only log charges over $100' to focus on high-value issues.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Salesforce. A trigger fires from one place; an action lands in another.
Stripe triggers
Salesforce actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Product Created Trigger
Triggered when a product is created in Stripe
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Stripe and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.