Keep Your Opportunity Pipeline Accurate When Subscriptions End
Subscriptions cancel in Stripe but opportunities stay open in Salesforce, making your pipeline look better than reality. Notis automatically closes opportunities when subscriptions end so your revenue pipeline is always honest and accurate.
Trigger
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Your Salesforce pipeline shows open revenue that's already been lost. When you forecast, you're looking at deals that actually cancelled, inflating your projections.
- Pipeline accuracy improves when subscriptions cancel automatically close deals
- Revenue forecasts reflect reality instead of wishful thinking
- No manual cleanup needed when customers churn
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a Stripe subscription is cancelled, find the related opportunity in Salesforce and close it with a status of Cancelled.'
- 3Set the trigger to: Stripe Subscription Deleted
- 4Choose your notification channel
- 5Test by cancelling a Stripe subscription and verify the opportunity closes in Salesforce within moments
Questions about this workflow
How does Notis know which opportunity to close?
Notis matches the customer email or account name between Stripe and Salesforce. You can also manually link them in your automation setup.
What if there are multiple open opportunities for one customer?
Notis closes the one most recently modified or the one matching the subscription product. You can specify the logic in your prompt.
Can I also log the cancellation reason?
Yes. If Stripe captures a cancellation reason, Notis includes it in the closed opportunity notes.
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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