See Customer Payment History When Leads Arrive
New lead in Salesforce? Pull their Stripe history automatically. Know their payment patterns before you pitch.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A new lead arrives in Salesforce but you have no idea if they're an existing Stripe customer or what their payment history is. You miss sales context that could change your approach.
- Immediate access to customer payment history in Salesforce
- Sales reps see if lead is already a customer
- Prevents duplicate customer creation
- Informs your pitch with real payment behavior data
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'When a new lead arrives in Salesforce, pull their Stripe customer record if it exists'
- 3Notis will search by email and populate lead fields with customer data (subscription status, lifetime value, payment method)
- 4Specify which Stripe customer fields you want to see in Salesforce
- 5Test by creating a test lead with an email from an existing Stripe customer and verify Stripe data appears in Salesforce
Questions about this workflow
What if the lead isn't in Stripe?
Notis doesn't create them—just notes that they're a new customer. This helps sales reps know they're an inbound prospect, not a returning customer.
Which fields does Notis pull from Stripe?
You choose in your instruction. Common ones: subscription status, lifetime value, invoice count, default payment method, customer since date. Notis fetches what matters to sales.
Can I update lead fields with this data?
Yes. Tell Notis: 'Fill the Customer Lifetime Value field with Stripe data' and it syncs automatically.
Does this respect Stripe test vs. live data?
Yes. Notis pulls from your live Stripe account. If you want test data, let Notis know in setup.
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.