Know Your Top Customers Every Week Without Reporting Work
Your best revenue comes from a small group of customers, but you have no easy way to see who they are. Every Friday, Notis can automatically list your top-spending Stripe customers in Salesforce so your team focuses on the relationships that matter most.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
You waste time analyzing which customers drive revenue. Your team doesn't know who to prioritize. Best customers feel neglected because they're not top-of-mind.
- Instantly see your top revenue drivers every week without reporting work
- Your team knows who to focus on for maximum impact
- No time spent analyzing—Notis handles the reporting
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'Every Friday morning, list the top 10 highest-spending customers from Stripe in the past 30 days and create a lead record in Salesforce for follow-up outreach.'
- 3Select the trigger: Notis recurring schedule (weekly)
- 4Set the schedule: Fridays at 9 AM (or your preferred time)
- 5Test the automation by running it manually and verify the top customer list appears in Salesforce
Questions about this workflow
How far back does Notis look for spending data?
By default, the past 30 days. You can ask for different timeframes: 'List customers from the past 90 days' or 'Last quarter.'
Can I segment high-value customers by type (enterprise vs SMB)?
Yes. Use your prompt: 'List high-value customers in the enterprise tier' or any other segmentation you use.
What if I want alerts sent to Slack instead?
Tell Notis: 'Send the list as a Slack message to the revenue channel.' Notis sends it to both Salesforce and Slack.
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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