Invoice New Contacts Automatically
New contact in Salesforce means a new invoice should already exist in Stripe. Get ahead of the billing cycle.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Why this helps
A new contact enters Salesforce and nobody remembers to invoice them until weeks later. Revenue is delayed, and you've lost the administrative overhead of catching up.
- Invoices are created before the customer even asks
- No forgotten invoicing cycles
- Billing cycle starts on day one
- Reduces revenue leakage from administrative delays
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'Create a Stripe invoice every time I add a new contact in Salesforce'
- 3Specify what should be on the invoice (company name, contact name, product/service, amount) in your instruction
- 4Notis confirms the trigger and notification channel
- 5Test by creating a new contact in Salesforce and verifying an invoice draft appears in Stripe
Questions about this workflow
Can I set a specific amount or product?
Yes. Tell Notis in your instruction: 'Invoice [fixed amount]' or 'Use the product from [related opportunity].' Notis interprets and executes.
What if the customer doesn't have a Stripe record?
You can chain this with customer creation, or tell Notis to create the customer first: 'Create the customer and invoice them.'
Can invoices be marked as draft or auto-finalized?
Yes. Include that in your instruction: 'Create and send the invoice' or 'Create as draft for review.' Notis handles both.
Does this create duplicate invoices?
Notis tracks which contacts have been invoiced and won't duplicate by default, but you can override this in your instruction if needed.
When this happens · Trigger
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Supported Triggers and Actions
Notis builds workflows that link Salesforce to Stripe. A trigger fires from one place; an action lands in another.
Salesforce triggers
Stripe actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
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When this happens · Trigger
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