Keep Customer Records in Sync Automatically
Update a client's contact info in Asana, and Stripe is updated instantly. One source of truth, no duplicate data entry.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Customer
Updates an existing stripe customer, identified by customer id, with only the provided details; unspecified fields remain unchanged.
Why this helps
Customer details scattered across Asana and Stripe create confusion and billing errors. Updating one tool and forgetting the other is common.
- Customer info stays current across both tools without manual sync
- Reduces billing errors from mismatched records
- Single source of truth for client contact info
- Eliminates manual data entry overhead
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When a project's details change in Asana (like client name or email), update the matching customer in Stripe.'
- 3Select your notification channel.
- 4Update a test project's details in Asana (e.g., client email or name).
- 5Verify the customer record in Stripe reflects the same changes.
Questions about this workflow
Which Asana fields does Notis sync to Stripe?
Whatever you specify: client name (from task name or custom field), email, phone, company, billing address, etc. Just tell Notis which fields to watch.
What if the customer email changes and I want to keep the old Stripe record?
Notis can search by customer ID instead of email to update the record safely, or flag changes for your approval first.
Does this work for both new and existing customers?
Yes. Notis syncs updates to existing customers and creates new ones if needed.
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.
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When this happens · Trigger
Do this · Action
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