Give the new task owner the customer context they need
Assign a task and have Notis retrieve the referenced Stripe customer details for the next step.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A new task owner may need to leave ClickUp to find basic customer context before acting.
- Bring Stripe customer details into the task follow-up.
- Help task owners pick up customer work with useful context.
- Avoid a separate manual lookup for each handoff.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve the Stripe customer referenced by ID in a task when an assignee is added, then report the useful returned details.
- 4Choose the ClickUp Task Assignee Updated trigger and select where run reports should go.
- 5Test with one real task containing a valid Stripe customer ID and an assignee addition.
Questions about this workflow
Does the trigger run when someone is removed too?
The event can include assignee additions and removals. Instruct Notis to act only when an assignee is added.
What if the task has no customer ID?
Notis cannot retrieve a specific customer without a usable Stripe customer ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Stripe. A trigger fires from one place; an action lands in another.
Clickup triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Folder Created
Triggers when a new Folder is created.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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`.
List Deleted
Triggers when a List is deleted.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Clickup and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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