Connect New Salesforce Leads to Stripe Instantly
Every new lead deserves a payment profile ready to go. Skip the back-and-forth between Salesforce and Stripe.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Switching between Salesforce and Stripe to manually set up each new prospect as a customer costs focus and risks dropped leads during the onboarding window.
- New leads get a Stripe customer profile instantly
- No manual data re-entry between systems
- Payment readiness before the first conversation
- Consistent lead handling across all sources
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Stripe accounts to Notis (one-time setup in the portal)
- 2Open Automations in Notis and ask: 'Create a Stripe customer every time I get a new Salesforce lead' or fill in the form with that same instruction
- 3Notis will ask you to confirm the trigger (New Lead) and choose where to get run notifications (email, Slack, WhatsApp, etc.)
- 4Test by creating a test lead in Salesforce and verify a customer appears in Stripe within seconds
- 5Enable the automation to start processing all new leads going forward
Questions about this workflow
What happens if the lead already has a Stripe customer?
Notis checks for existing customers by email before creating a duplicate. If found, the automation skips creation.
Does the lead need an email address?
Email is optional in Salesforce but highly recommended—Stripe uses it for customer communication and charge reconciliation.
Can I customize what data goes into Stripe?
Yes. In your plain-language instruction to Notis, specify any details you want included (company name, phone, custom metadata). Notis will extract and send them automatically.
What if the automation fails?
Notis notifies you immediately with the reason. Common fixes: missing email, duplicate email, or invalid Stripe account. You can retry from the Notis dashboard.
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.
Connect any two apps with Notis in the middle.
Not just Salesforce and Stripe. Any combination from 985+ integrations.
When this happens · Trigger
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