New Subscription Onboarding Task Automation
When someone subscribes, automatically create a task for your onboarding team. Stop scrambling to remember who just signed up.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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
New customers subscribe but nobody on your team remembers to reach out. This leads to confused, unproductive customers who churn early because they didn't know how to use your product.
- Ensure every new customer gets onboarded immediately
- Reduce dropped onboarding due to forgotten subscribers
- Create accountability by making onboarding visible
- Improve customer success and reduce early churn
Setup
Build it in a few focused steps.
- 1Connect Stripe and Asana to Notis through the Notis portal.
- 2Create a new automation with this prompt: 'When a subscription is added in Stripe, create an onboarding task in Asana with the customer's name and activation date.'
- 3Set the trigger to Stripe's Subscription Added event.
- 4Choose your notification channel for run reports.
- 5Test by creating a test subscription in Stripe and verify the Asana task appears.
Questions about this workflow
Can the onboarding task include a checklist?
Yes. In your prompt, say: 'Create a task with these steps: send welcome email, schedule onboarding call, provision account.' Notis will create a structured task.
Can I add the task to a specific project?
Absolutely. Include this in your prompt: 'Add the task to my Onboarding project in Asana.' Notis will place it in the right location.
What if I have different onboarding processes for different subscription tiers?
You can create multiple workflows with different prompts for each tier, or add conditional logic in your prompt to handle different subscription types.
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.
Not just Stripe and Asana. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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