Keep Billing Email and Phone in Sync
Contact moved to a new email in Salesforce? Stripe knows instantly. No more failed invoices.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update Customer
Updates an existing stripe customer, identified by customer id, with only the provided details; unspecified fields remain unchanged.
Why this helps
A contact changes their email or phone in Salesforce, but the Stripe profile still has the old info. Invoices bounce, payment confirmations disappear, and you're left troubleshooting.
- Email and phone changes sync instantly to Stripe
- No failed or bounced invoices from stale contact info
- Payment confirmations reach the right inbox
- Reduces billing support tickets and confusion
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe in the Notis portal
- 2Ask Notis: 'When a Salesforce contact is updated, sync their email and phone to their Stripe customer'
- 3Notis will confirm the trigger and ask you to specify which contact fields to sync
- 4Select your notification channel (Slack, email, WhatsApp)
- 5Test by updating a contact email in Salesforce and watching it appear in Stripe within seconds
Questions about this workflow
What if a contact's email changes but they're not in Stripe?
Notis checks first. If the customer doesn't exist, the automation can create them or skip—you decide in the setup instruction.
Does Notis update the primary billing contact?
Yes, if you specify that in your instruction. You can say 'update the primary contact for the account' and Notis handles the relationship.
Can I update custom fields in Stripe too?
Yes. Mention any custom metadata in your instruction ('sync their department to the metadata') and Notis will include it.
What if a contact is deleted in Salesforce?
You can include that: 'If a contact is deleted, mark them inactive in Stripe customer metadata.' Notis preserves billing history.
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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When this happens · Trigger
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