Tax-Compliant Invoicing Every Time
Before invoicing, Notis pulls available tax codes to ensure your invoice complies with tax requirements. One less thing to worry about.
Trigger
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.
Action
List tax codes
Retrieves a paginated list of globally available, predefined stripe tax codes used for classifying products and services in stripe tax.
Why this helps
Invoicing without proper tax classification causes compliance issues and re-invoicing headaches. Checking tax codes manually is tedious.
- Tax compliance checked before invoicing automatically
- Reduces tax-related re-invoicing and corrections
- Easier to classify products and services correctly
- Peace of mind on tax accuracy
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When a task is tagged Ready to Invoice, retrieve available tax codes from Stripe and show me the options.'
- 3Select your notification channel.
- 4Tag a test task with Ready to Invoice in Asana.
- 5Review the tax codes Notis provides and pick the right one for your invoice.
Questions about this workflow
How does this help with invoicing in Asana?
Notis retrieves tax codes from Stripe before you invoice, so you can pick the right classification and avoid re-invoicing.
Do I have to manually apply the tax code?
You can, or tell Notis to set a default tax code for your invoices and apply it automatically.
What if I'm not sure which tax code to use?
Notis can describe each tax code option. Pick the one that matches your service, and Notis applies it to your invoice.
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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