Know Your Monthly Revenue by Customer Without Report Building
Month-end is chaos because you have to manually compile revenue reports. Notis automatically generates a list of every customer's Stripe spending for the month in Salesforce so your team and investors see revenue breakdowns instantly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Monthly closing takes forever because you manually export Stripe data and type it into reports. Revenue visibility is weeks delayed.
- Monthly revenue summaries are ready automatically on day 1 of the next month
- Your team sees revenue breakdown by customer without manual work
- Investors get reports faster with no reporting labor
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'On the last day of each month at 11 PM, list all Stripe revenue for the past month grouped by customer account and create a report in Salesforce.'
- 3Select the trigger: Notis recurring schedule (monthly)
- 4Set the schedule: last day of month at 11 PM your timezone
- 5Run the automation on the last day of the current month and verify the monthly revenue list appears in Salesforce
Questions about this workflow
What format is the revenue report in?
Notis creates a searchable list in Salesforce. You can also ask for email or Slack reports: 'Send a summary email to the finance team each month.'
Does this include refunds and cancellations?
By default yes. You can filter: 'Only count revenue from active subscriptions, exclude refunds.'
Can I break it down by product or subscription tier?
Yes. Specify in your prompt: 'Group revenue by subscription tier' or 'Show enterprise customers separately from SMB.'
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Checkout Session Completed Trigger
Triggered when a checkout session is completed 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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful 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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Product Created Trigger
Triggered when a product is created 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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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