Keep Stripe Customers in Sync with Salesforce
Account changed in Salesforce? Stripe customer updates automatically. No more stale, out-of-sync billing profiles.
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
Update Customer
Updates an existing stripe customer, identified by customer id, with only the provided details; unspecified fields remain unchanged.
Why this helps
You update an account's name, contact, or status in Salesforce but forget to update the Stripe profile. Invoices go to wrong addresses, notifications fail, and reconciliation becomes a nightmare.
- Account changes in Salesforce flow instantly to Stripe
- No stale billing profiles or missed updates
- Invoices and receipts always go to the right contact
- Reduces reconciliation errors and support confusion
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2In Automations, tell Notis: 'Whenever a Salesforce account is updated, sync its details to the matching Stripe customer'
- 3Notis will ask which account fields to sync (company name, billing contact, phone, etc.)—specify the fields that matter for billing
- 4Choose where Notis sends notifications of sync runs
- 5Test by updating an account in Salesforce and verifying the change appears in Stripe within 10 seconds
Questions about this workflow
What fields does Notis sync?
Whichever you specify in your instruction. Common ones: company name, phone, billing address, website, industry. Notis learns from your wording.
What if an account is deleted in Salesforce?
You can include that in your automation: 'Delete the Stripe customer if the account is deleted.' This prevents orphaned records.
Does this handle name changes safely?
Yes. Notis updates the customer name in Stripe while preserving the customer ID, so billing history stays intact.
Can I choose which Stripe customer to update?
Notis matches by email automatically. If emails don't match between Salesforce and Stripe, tell Notis the matching rule in your instruction.
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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