Keep Customer Accounts Current in Salesforce with Every Stripe Purchase
Customers check out in Stripe but their Salesforce account records stay stale. Notis automatically updates account information the moment checkout completes, so your CRM always reflects your current customers and their latest purchase.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
Account records in Salesforce have old data. You don't know if they're still active until you check Stripe. Customer status is invisible in your CRM.
- Account status updates in Salesforce instantly when customers purchase
- Your CRM always shows who's active and buying
- No manual account updates needed
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a Stripe checkout session completes, create the customer's account in Salesforce if it doesn't exist, or update it with the latest purchase info and subscription status.'
- 3Set the trigger to: Stripe Checkout Session Completed
- 4Choose your notification channel
- 5Complete a real checkout in Stripe and verify the account updates (or creates) in Salesforce
Questions about this workflow
What account information gets updated?
Company name, customer email, subscription status, last purchase date, and total spending (if you specify). You control what gets synced via your prompt.
What if the account already exists in Salesforce?
Notis updates the existing account with new purchase data. No duplicates are created.
Can I mark accounts as 'Active' or 'At Risk' based on purchase history?
Yes. Add to your prompt: 'Mark accounts as Active if they purchased in the last 90 days, otherwise mark as At Risk.'
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
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