Build a Complete Transaction Record in HubSpot

Every checkout is a story. Notis records it in HubSpot automatically so you have a complete transaction history—for reference, reporting, or compliance.

Trigger

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

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Action

Create email

Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.

Why this helps

Your Stripe transactions and HubSpot communications are disconnected. You have no single record linking purchases to customer interactions, making follow-up and reporting fragmented.

  • Complete transaction history linked to each customer in HubSpot
  • All purchase records are in one place for compliance and reporting
  • Easy to reference purchase details when following up with customers

Setup

Build it in a few focused steps.

  • 1Connect Stripe and HubSpot in Notis.
  • 2Create an automation: 'When a checkout completes in Stripe, create an email record in HubSpot with the transaction details—amount, date, and items purchased.'
  • 3Select 'Checkout Session Completed' as your trigger.
  • 4Choose your notification channel.
  • 5Complete a test checkout and verify the email record appears in HubSpot.

Questions about this workflow

Will this capture what items they bought?

Yes—Notis pulls the item details from Stripe and includes them in the HubSpot email record for complete visibility.

Can I include the receipt in the record?

Yes—your automation can specify 'include the Stripe receipt link' and Notis will attach it to the email record.

Is this useful for B2B transactions?

Absolutely—especially for SaaS or subscription products. You'll have a complete audit trail of every payment from every customer.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Hubspot. A trigger fires from one place; an action lands in another.

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Stripe triggers

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Hubspot actions

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Add token to event template

Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Archive a batch of quotes by id

Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Archive batch of companies by id

Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.

ActionInstant

Subscription Deleted Trigger

Triggered when a subscription is deleted in Stripe

TriggerInstant

Archive batch of contacts by id

Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.

ActionInstant

Archive batch of deals by id

Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Stripe and Hubspot. Any combination from 985+ integrations.

When this happens · Trigger

Do this · Action

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