Track Customer Revenue Trends Automatically in Salesforce
Every morning you could know how much each customer spent yesterday in Stripe. Instead you check Stripe manually and forget to update Salesforce. Notis syncs revenue data daily, keeping account records current so you see customer spending trends without extra effort.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
You have no visibility into which customers are spending the most without opening Stripe. Salesforce account records have old revenue numbers because you forget to update them.
- See updated revenue data in Salesforce every morning without checking Stripe
- Identify your highest-value customers at a glance in your CRM
- Spending trends are visible to your whole team without manual reporting
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce integrations to Notis (one-time portal setup)
- 2Create an automation: 'Every morning at 8 AM, list all Stripe charges from yesterday and update each customer's account in Salesforce with their daily revenue total.'
- 3Select the trigger type: Notis recurring schedule (daily)
- 4Set the schedule: every weekday at 8 AM (or 9 AM, whatever works for your timezone)
- 5Test by manually running the automation and checking that account revenue fields update correctly in Salesforce
Questions about this workflow
What time zone does the daily schedule use?
Notis uses your Salesforce org's timezone by default. You can specify a different timezone in your prompt if needed.
What if a customer made no purchases yesterday?
Notis only updates accounts with revenue activity. Accounts with zero activity are left unchanged to avoid clutter.
Can I also notify my team of top spenders?
Yes. Add to your prompt: 'Send a Slack message to the sales channel listing the top 5 spending accounts.' Notis handles both the Salesforce update and the notification.
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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