Failed Charge Follow-up Task Automation
When a customer's charge fails, immediately create a task for your team to follow up. No more lost revenue because you forgot to check the failed charge logs.
Trigger
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Failed charges often go unnoticed, and by the time you remember to check Stripe, you've lost track of which customers to follow up with. This creates mental friction and leaves money on the table.
- Eliminate manual tracking of failed charges
- Ensure no payment failure goes unaddressed
- Reduce context-switching between Stripe and Asana
- Improve customer retention through timely follow-up
Setup
Build it in a few focused steps.
- 1Connect your Stripe and Asana accounts to Notis once in the Notis portal.
- 2Create a new automation and tell Notis: 'When a charge fails in Stripe, create a task in Asana to follow up with the customer.'
- 3Select Stripe's Failed Charge event as your trigger.
- 4Choose your notification channel (email, Telegram, or WhatsApp).
- 5Test by triggering a failed charge in Stripe's test mode to verify the Asana task appears.
Questions about this workflow
Can I customize which customer details appear in the task?
Yes. In your automation prompt, describe what you need: 'Include the customer name, email, and amount owed.' Notis interprets your instruction and populates the task.
What if I want the task assigned to a specific person?
Add it to your prompt: 'Assign the task to my revenue operations lead.' Notis will handle the assignment based on your Asana team structure.
Do failed refunds trigger this workflow?
No, this workflow is specific to failed charges. You can create a separate workflow for refunds using a different trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Asana. A trigger fires from one place; an action lands in another.
Stripe triggers
Asana actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Product Created Trigger
Triggered when a product is created in Stripe
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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