Sync Deal Changes to Subscriptions Instantly
Opportunity amount increased? Customer upgraded to annual? Stripe subscription updates automatically. No manual intervention.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Update Subscription
Updates an existing, non-canceled stripe subscription by its id, ensuring all referenced entity ids (e.g., prices, coupons) are valid and automatic tax liability is correctly specified if enabled.
Why this helps
Sales renegotiates a deal amount or changes the term in Salesforce, but Stripe still bills the old terms. Reconciliation headaches and customer confusion follow.
- Deal changes automatically update Stripe subscriptions
- No billing-sales misalignment or customer disputes
- Revenue updates reflect immediately
- Reduces reconciliation and customer service issues
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Stripe to Notis
- 2Ask Notis: 'Update the Stripe subscription whenever a Salesforce opportunity changes'
- 3Specify which opportunity fields trigger updates (amount, stage, term) and how to map them to subscription changes
- 4Choose your notification channel
- 5Test by changing an opportunity amount or term in Salesforce and verifying the subscription updates in Stripe within seconds
Questions about this workflow
Which opportunity changes trigger updates?
You define this in your instruction. Common ones: amount, close date, term length, product/service type, discount. Notis monitors these fields.
Can I prorate charges for mid-cycle changes?
Yes. Include in your instruction: 'Prorate any changes to the current billing period.' Stripe handles the calculation.
What if a customer tries to cancel mid-change?
Notis will alert you to conflicts. You can define a rule in your instruction: 'Skip updates if the subscription is marked for cancellation.'
Does this work for partial updates?
Yes. You can update specific fields: 'If the amount changes, update the subscription amount, but leave the term as is.' Notis applies precise changes.
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.
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When this happens · Trigger
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