Turn Payment Failures Into Recovery Opportunities
Customers try to pay but their card fails. Instead of losing them, Notis creates a lead in Salesforce for your sales team to recover the customer with payment help or an alternative offer. Every failed payment becomes a second-chance opportunity.
Trigger
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Failed payments should be treated as an opportunity to save the customer, but instead they disappear into Stripe notifications. You never follow up because there's no CRM task.
- Failed payments trigger sales follow-up instead of being ignored
- Your team recovers customers who want to buy but hit card issues
- Revenue recovery is systematic, not accidental
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a Stripe payment fails, create a lead in Salesforce flagged for recovery outreach with details on the customer and failed amount.'
- 3Set the trigger to: Stripe Payment Intent Failed
- 4Choose your notification channel
- 5Test with a failed payment (use Stripe test mode) and verify a recovery lead appears in Salesforce
Questions about this workflow
How do sales know what the payment issue was?
Notis includes the failure reason (insufficient funds, expired card, etc.) in the lead details so sales can address it.
Should I create leads for small failed amounts too?
You can filter: 'Only create recovery leads for failed payments over $100' to focus on high-value recovery opportunities.
Can I assign recovery leads to a specific sales person?
Yes. Use your prompt: 'Assign recovery leads to the customer success team' or name a specific person.
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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