Turn failed payment reviews into Asana work
Give payment issues an owner and a next step before revenue is lost.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 payments are easy to notice late, after recovery options have narrowed.
- Surfaces payment risks on a predictable cadence
- Creates concrete recovery work
- Helps teams prioritize by revenue exposure
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Asana in Notis once.
- 2Create an automation named Failed payment follow-up.
- 3Tell Notis to review recent payment failures and create one prioritized Asana task for each account needing action.
- 4Pick the notis_cron trigger and choose the review cadence.
- 5Choose a report channel, then test with one real review window.
Questions about this workflow
Can priority be based on MRR?
Yes. Tell Notis to rank tasks using the revenue information available in the data.
Will it create duplicates?
Ask Notis to check existing Asana work and skip already tracked cases when identifiers are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Asana. A trigger fires from one place; an action lands in another.
ChartMogul triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
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.
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.
ChartMogul and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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