Never Forget to Follow Up on Failed Stripe Payments
Payment failures need immediate attention, but they're easy to miss between systems. Notis automatically creates a task in Salesforce whenever a Stripe payment fails so your revenue recovery never slips your mind.
Trigger
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A payment fails in Stripe and you don't realize it until weeks later. Your customer probably didn't notice either. By then you've lost track of the issue and left money on the table.
- Failed payments trigger immediate action without you checking Stripe daily
- Every payment issue becomes a tracked task in your CRM
- Less revenue lost to forgotten payment problems
Setup
Build it in a few focused steps.
- 1Connect your Stripe and Salesforce accounts to Notis (done once in the portal)
- 2Create an automation with this prompt: 'When a Stripe payment fails, create a task in Salesforce to follow up with the customer about the payment issue.'
- 3Select the trigger: Stripe Payment Intent Failed
- 4Choose where Notis sends notifications about task creation (Slack, email, or Telegram)
- 5Test with a failed payment (use Stripe's test mode) and confirm the task appears in Salesforce
Questions about this workflow
How do I know which customer the failed payment is for?
Notis includes the customer email and payment amount in the task title, so you know exactly who to contact and why.
Can I make the task assign to a specific person?
Yes. Update your prompt to: 'Assign the task to [person's name]' and Notis will route it accordingly.
What if the customer has multiple failed payments?
Each failure creates a separate task in Salesforce. This ensures every payment issue gets attention, even if a customer has multiple problems.
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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