Keep a Complete Payment History in Salesforce Without Manual Logging
Successful payments are the best news, but they get buried in Stripe notifications. Notis automatically logs every successful invoice as a note in Salesforce so your customer transaction history is complete and searchable in one place.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Payment confirmations stay in Stripe emails. Your Salesforce customer record has no record of the transactions, so you can't see your relationship value at a glance.
- Every payment is logged in Salesforce automatically
- Customer payment history is visible alongside your relationship notes
- Complete financial context without switching between systems
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup)
- 2Create an automation: 'When a Stripe invoice payment succeeds, create a note in Salesforce under the customer's account documenting the payment date, amount, and invoice number.'
- 3Select the trigger: Stripe Invoice Payment Succeeded
- 4Choose your notification channel for confirmation
- 5Process a real Stripe payment and verify a note appears in the customer's Salesforce account
Questions about this workflow
Can I format the note nicely?
Yes. Use your prompt to specify: 'Format the note as: Payment of $X received on [date] for invoice #[number].' Notis handles the formatting.
What if I want the note on a specific record type (opportunity, lead, etc.)?
Tell Notis in your prompt: 'Log the note on the account record' or 'Log it on the related opportunity.' Notis links it correctly.
How far back does this look at Stripe invoices?
By default, Notis processes invoices as they complete in real-time. Historical invoices aren't retroactively logged unless you request a one-time sync.
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
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