Keep Your Stripe Account Clean
Project archived in Asana? The customer record is marked for archival in Stripe. Your billing system stays lean and organized.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Delete customer
Permanently deletes an existing stripe customer; this irreversible action also cancels their active subscriptions and removes all associated data.
Why this helps
Old, inactive customers clutter Stripe, making it hard to find active accounts and understand current revenue. Manually removing them is a chore.
- Inactive customers removed without manual cleanup
- Stripe stays lean and easier to navigate
- Clear view of active vs. closed client work
- Automated end-of-project billing closure
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When a project moves to Archived, delete (or mark inactive) the matching customer in Stripe.'
- 3Choose your notification channel.
- 4Move a completed project to Archived in Asana.
- 5Verify the customer is removed or marked inactive in Stripe.
Questions about this workflow
Does this permanently delete the customer or just hide them?
By default, Notis marks the customer as inactive (Stripe keeps the history for records). If you want full deletion, tell Notis and it can do that, but the data is gone.
What if I want to keep the customer record for historical reasons?
Tell Notis to mark the customer inactive or tag them 'Archived' instead of deleting. This keeps records for accounting while removing clutter.
Can I recover a deleted customer record?
Once deleted from Stripe, it's gone permanently. Using the 'mark inactive' approach is safer if you think you'll need the records later.
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
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