Track Subscriber Journey Automatically in Salesforce Campaigns
New subscribers should be tracked through their lifecycle, but they skip directly into Stripe with no campaign record in Salesforce. Notis automatically adds subscribers to your customer lifecycle campaign so you can nurture and track them through retention, upsell, and advocacy.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
You have no systematic way to track customer progression. Lifecycle stages are invisible because subscribers aren't enrolled in campaigns.
- Subscriber lifecycle is tracked in Salesforce campaigns automatically
- Nurture sequences and lifecycle campaigns work because subscribers are enrolled
- Customer journey is visible from acquisition through retention
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a new subscription starts in Stripe, add the subscriber to the Salesforce "Customer Lifecycle" campaign.'
- 3Set the trigger to: Stripe Subscription Added
- 4Choose your notification channel
- 5Test with a new Stripe subscription and verify the subscriber appears in the Salesforce campaign within moments
Questions about this workflow
Which campaign should I use?
Any existing campaign. Common ones: 'Customer Lifecycle', 'Retention Nurture', or a campaign for each subscription tier. Your prompt specifies which one.
Can I add subscribers to multiple campaigns?
Yes. Tell Notis: 'Add to both the Lifecycle campaign and the [Tier Name] tier campaign.' Notis handles multiple enrollments.
What if the subscriber is already in the campaign?
Notis won't duplicate them. You can ask Notis to skip if they're already enrolled: 'Only add if not already a member.'
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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