Create Opportunities Automatically When Stripe Invoices Pay
Stop manually entering paid invoices into your CRM. When a Stripe invoice succeeds, Notis instantly creates an opportunity in Salesforce so your deal pipeline stays fresh without extra steps.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Successful payments sit in Stripe while your sales pipeline in Salesforce stays stale. You context-switch between tools to log the income, then forget which invoices have been synced.
- Deals stay current in Salesforce without manual logging
- One less thing to track between payment processor and CRM
- Your revenue pipeline always reflects actual incoming payments
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis (one-time setup in the portal)
- 2Create a new automation with the prompt: 'When a Stripe invoice payment succeeds, create an opportunity in Salesforce with the customer name and payment amount.'
- 3Choose the trigger: Stripe Invoice Payment Succeeded
- 4Select your preferred channel for run notifications (email, Slack, or Telegram)
- 5Test by completing a real Stripe invoice and verify the opportunity appears in Salesforce
Questions about this workflow
What if the customer doesn't exist in Salesforce yet?
Notis will note this in the run details. You can adjust the prompt to: 'Create a contact first if needed, then create the opportunity,' and Notis will handle it.
Can I customize the opportunity fields?
Yes. Use plain language in your prompt: 'Set the close date to 30 days from today' or 'Mark it as High priority.' Notis interprets these instructions automatically.
Will this create duplicate opportunities if I run it twice?
Notis tracks run history. Once an invoice is processed, it won't be processed again unless the invoice is modified in Stripe.
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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