Invoice Clients Automatically on Project Delivery
No more context-switching to create invoices. The moment a project hits Delivered in Asana, a Stripe invoice is ready to send.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Why this helps
Founders forget to invoice after delivery, leading to unpaid work and cash flow gaps. Manually creating each invoice means context-switching between tools and breaking focus.
- Invoices generated automatically on project completion
- Removes the cognitive load of remembering to invoice
- Keeps cash flow moving without extra steps
- Reduces context-switching between tools
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis (one-time).
- 2Tell Notis in plain language: 'When a task moves to Delivered, create an invoice in Stripe.' Use the Automations portal or chat with Notis directly.
- 3Select your reporting channel (Telegram, Slack, email, etc.) for automation confirmations.
- 4Move a completed project to Delivered in Asana to test.
- 5Verify the invoice appears in Stripe and adjust details as needed.
Questions about this workflow
Does Notis fill in invoice details automatically?
Yes. Notis pulls customer info from your Stripe account and task details from Asana (project name, description, date). You can refine amounts or notes in Stripe afterward if needed.
What if I don't want to invoice every delivered project?
Tag projects you want to skip (e.g., 'Internal' or 'No Invoice'), and tell Notis to exclude those. Or set up separate automations for different project types.
Can I use different amounts for different client types?
Absolutely. Store pricing info in Asana (custom fields, task descriptions), and Notis reads those values to populate invoice amounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Stripe. A trigger fires from one place; an action lands in another.
Asana triggers
Stripe actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
New Comment on Task
Triggers when a comment is added to a task in a project.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New Task Created
Triggers when a new task is created in a project.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Task Updated
Triggers when a task is updated in a project.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Not just Asana and Stripe. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Stripe.