Catch Cancellations Instantly and Save at-Risk Subscriptions
Subscriptions are cancelling in Stripe while you're unaware. By the time you notice, the customer is gone. Notis creates a task in Salesforce the second a subscription cancels, giving you a moment to reach out and save the deal.
Trigger
Subscription Deleted Trigger
Triggered when a subscription is deleted 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 customer cancels their subscription but you don't realize it until you check Stripe next month. You've lost them without ever getting a chance to save the relationship.
- Instant notification when subscriptions cancel means faster retention outreach
- Every cancellation becomes a tracked task so nothing falls through the cracks
- Catch at-risk customers while there's still time to save the deal
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce to Notis through the portal (one-time)
- 2Create an automation: 'When a Stripe subscription is cancelled, create an urgent retention task in Salesforce to follow up with the customer.'
- 3Set the trigger to: Stripe Subscription Deleted
- 4Choose your notification channel (Slack sends fastest alerts)
- 5Test by cancelling a test subscription in Stripe and verify the task appears immediately in Salesforce
Questions about this workflow
How do I know why the customer cancelled?
Notis includes the customer contact info in the task. The cancellation reason from Stripe (if provided) is added to the task notes.
Can I automate a specific retention offer?
Yes. Update your prompt: 'Create a task with a note suggesting a 20% discount if they reinstate within 7 days.' Notis includes this in the task.
What if a customer cancels and resubscribes the same day?
Notis will create the cancellation task, then you can mark it complete once the resubscription is confirmed. No duplicate work.
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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