Automatically Add Every Stripe Customer as a Salesforce Contact
Customers check out in Stripe, but you manually add them to Salesforce (if you remember). Notis bridges that gap — every completed checkout instantly creates a contact in Salesforce so your customer database is always in sync.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
You're managing customers in two places. Stripe has the transaction data, Salesforce has your relationship history. They never talk to each other, so you're constantly typing names and emails twice.
- Every customer automatically appears in Salesforce the moment they buy
- Stop typing customer info twice — Notis syncs it for you
- Your customer database is always current with actual buyers
Setup
Build it in a few focused steps.
- 1Set up Stripe and Salesforce integrations in Notis (one-time portal setup)
- 2Create an automation: 'When a Stripe checkout session completes, create a contact in Salesforce with the customer's email, name, and purchase amount.'
- 3Select the trigger: Stripe Checkout Session Completed
- 4Choose where Notis sends run confirmations (Slack is quickest for real-time sync)
- 5Complete a real checkout in Stripe and verify the contact appears in Salesforce within seconds
Questions about this workflow
What if a contact with that email already exists in Salesforce?
Notis detects duplicates. You can ask Notis to 'check if a contact exists first, and if not, create one' to avoid duplicates.
Can I assign contacts to a specific account?
Yes. Add to your prompt: 'Assign the contact to account [name]' and Notis will link them automatically.
Does this sync contact updates if they buy multiple times?
Each purchase creates a note in Salesforce. Notis won't duplicate the contact; it adds purchase history to the existing contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Salesforce. A trigger fires from one place; an action lands in another.
Stripe triggers
Salesforce actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Product Created Trigger
Triggered when a product is created in Stripe
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Stripe and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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