Collect Payments the Moment Work is Done
Task marked complete in Salesforce? Send a payment intent to Stripe automatically. Turn action into revenue in seconds.
Trigger
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.
Action
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.
Why this helps
You finish the work (task complete in Salesforce) but then have to manually hop into Stripe to create a payment request. By then, momentum is lost and follow-up becomes another task.
- Payment requests fire the moment work is marked complete
- No manual payment setup between systems
- Faster cash collection cycles
- Reduces forgotten follow-up payments
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2In Automations, tell Notis: 'Create a Stripe payment intent when a Salesforce task is marked complete'
- 3Specify which amount (from a task field, a related opportunity, or a fixed amount) and any details like metadata or description
- 4Notis asks where to send notifications of created payment intents
- 5Test by completing a task in Salesforce and confirming a payment intent appears in your Stripe dashboard
Questions about this workflow
How does Notis know the payment amount?
You specify this in your instruction—either 'use the amount from the task field', 'use the related opportunity amount', or 'charge a fixed price'. Notis extracts it automatically.
Can I customize the payment description?
Yes. Include it in your instruction: 'Create an intent for [task subject] from [company name].' Notis fills in the details from Salesforce.
Does the customer need to exist in Stripe first?
Yes. If they don't, Notis can create them first (if you include that instruction) or alert you to create them manually.
Can I auto-send the payment link to the customer?
Not directly through this workflow, but you can add a follow-up step: 'Send the payment link via email.' Notis can coordinate this.
When this happens · Trigger
Do this · Action
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
Do this · Action
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