Never Miss Onboarding a New Stripe Subscriber
New subscriptions are your best moment to make an impression, but they disappear into Stripe while onboarding gets forgotten. Notis creates an onboarding task in Salesforce the moment a subscription starts, ensuring every new customer gets proper setup attention.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Subscriptions activate but onboarding never happens because you forgot to create a reminder. Customers churn early because they were never properly set up.
- Every new subscriber automatically gets an onboarding task assigned
- Churn risk drops when customers are properly set up on day one
- Your success team never misses onboarding work
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a new subscription is added in Stripe, create an onboarding task in Salesforce for the success team with a due date 1 day after subscription start.'
- 3Select the trigger: Stripe Subscription Added
- 4Choose your notification channel for task confirmations
- 5Test with a new Stripe subscription and verify the onboarding task appears in Salesforce
Questions about this workflow
Can I assign the onboarding task to a specific person or team?
Yes. Add to your prompt: 'Assign the onboarding task to the success team' or name a specific person.
What if onboarding varies by subscription tier?
Use conditional logic in your prompt: 'If the subscription is enterprise tier, create an onboarding task for the dedicated success manager. If SMB, assign to the general team.'
Can I attach resources like onboarding checklists to the task?
Yes. Add notes or links in the task: 'Include a link to the onboarding checklist in the task description.'
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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