Retain Clients with Timely Renewal Discounts
Project moving to Renewal in Asana? Notis pulls your available discounts in Stripe. You can apply one instantly to keep the client happy.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
List Stripe coupons
Retrieves a list of discount coupons from a stripe account, supporting pagination via `limit`, `starting after`, and `ending before`.
Why this helps
Renewals are forgotten, or you lose clients because you didn't offer incentives at the right time. Manual discount searches waste time.
- Available discounts retrieved automatically at renewal time
- Timely retention offers prevent client loss
- No forgotten renewals or missed discount opportunities
- Easier to decide on retention pricing
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When a project moves to Renewal, show me all available discount coupons from Stripe.'
- 3Select your notification channel.
- 4Move a test project to Renewal in Asana.
- 5Review the available coupons Notis provides and decide which to offer.
Questions about this workflow
Can Notis apply the coupon automatically?
Notis can show available coupons. You pick one, and Notis applies it to the renewal subscription. Or tell Notis to auto-apply your preferred retention discount.
What if I don't have coupons set up?
Create coupons in Stripe first (e.g., '10% off renewal'), then Notis will retrieve them when you need them.
Can I create new coupons for specific renewals?
Yes. Notis can work with existing coupons or you can create new ones in Stripe. This workflow brings them into focus when you need them.
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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