Know Your Balance Without Leaving Salesforce
Account updated in Salesforce? Pull your current Stripe balance automatically. Stop jumping between dashboards to check cash.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
You're managing accounts in Salesforce but have no idea what your current Stripe balance is. You context-switch to Stripe, pull the balance, and switch back. Repeat 10 times a day.
- Stripe balance is always visible without context-switching
- Cash flow status appears in your workflow
- No more dashboard-hopping for financial visibility
- Keeps accounting and sales teams aligned
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'Show me my Stripe balance every time I update an account in Salesforce'
- 3Notis will confirm the trigger and ask where you want balance reports (email, Slack, WhatsApp)
- 4Test by updating an account in Salesforce and receiving a balance update notification within seconds
- 5Enable to get real-time balance visibility during your daily Salesforce work
Questions about this workflow
Is this just a notification or does it update Salesforce fields?
Both options available. Notis can send a notification, write the balance to an account field, or both—you choose in your instruction.
How often can I check?
Every time an account updates. If you want regular balance checks regardless of account activity, use a cron trigger instead.
Does this include pending charges?
Yes. Stripe balance includes available, pending, and reserved amounts. Notis includes all in the report.
Can I track balance history?
Yes. Tell Notis to 'log the balance in a custom field' and you can track changes over time in Salesforce.
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
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Stripe.