Establish Billing Profiles Before Work Begins
Create a new project in Asana, and Notis sets up the customer profile in Stripe instantly. No manual data entry, billing is ready from day one.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Founders start work before setting up customers in Stripe, leading to orphaned transactions, billing confusion, and late invoices. Manually creating customers is tedious and easy to skip.
- Customers set up in Stripe before work starts
- Eliminates orphaned transactions and mismatched billing
- Keeps project and billing records linked
- Removes manual customer creation overhead
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When I create a new project task in Asana, create a customer in Stripe using the client name and email from the task.'
- 3Choose your notification channel.
- 4Create a test project task in Asana with a client name and email.
- 5Verify the customer appears in Stripe with the correct details.
Questions about this workflow
Where does Notis get the customer email and name?
From the Asana task. Store the client name in the task title or description, and email in a custom field or task description. Notis pulls those and sets up the Stripe customer.
What if I use the same client for multiple projects?
Notis can check if the customer already exists in Stripe and skip creation. Tell Notis to search Stripe first by email to avoid duplicates.
Can Notis add payment methods or default source to the new customer?
Notis can set up the customer profile. Payment methods are usually added later when billing happens or the customer provides one.
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.
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When this happens · Trigger
Do this · Action
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