Track Every New Subscriber as a Salesforce Lead
New subscribers are your best customers, but they disappear into Stripe while your Salesforce lead list stays stale. Notis automatically creates a lead in Salesforce the moment a subscription starts, keeping your customer journey visible.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
You gain a new subscriber in Stripe but have to manually log them as a lead in Salesforce. Half the time you forget, and your sales pipeline doesn't reflect your actual customer growth.
- Every new subscriber automatically appears in your sales pipeline
- Lead tracking starts immediately, not when you remember to enter it
- One less manual handoff between billing and CRM
Setup
Build it in a few focused steps.
- 1Connect Stripe and Salesforce integrations in Notis (one-time portal setup)
- 2Create an automation: 'When a new subscription is added in Stripe, create a lead in Salesforce with the subscriber's email and company name.'
- 3Pick the trigger: Stripe Subscription Added
- 4Select your notification channel for confirmation (email, Slack, or Telegram)
- 5Test with a new Stripe subscription and verify the lead appears in Salesforce within moments
Questions about this workflow
Will this work for free trials or just paid subscriptions?
By default it catches all new subscriptions. If you only want paid subscriptions, tell Notis in your prompt: 'Only create a lead if the subscription price is greater than zero.'
What data does Notis pull from Stripe?
Customer name, email, subscription plan, start date, and billing amount. You can ask Notis to include any of these in the Salesforce lead.
Can I route leads to a specific sales team?
Yes. Use your prompt: 'Assign the lead to the enterprise team' and Notis handles the routing.
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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