Move an approved payment request into Stripe
Create a Stripe PaymentIntent from a new ClickUp task that includes the amount, currency, customer context, and payment details needed for the request.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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.
Why this helps
Payment requests can stall while someone transfers details from a task into a separate billing workflow.
- Start payment processing from the task where the request was captured.
- Keep payment request context and run reports together.
- Reduce manual re-entry of payment details.
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 create a Stripe PaymentIntent for a newly created task only when the task includes the required customer, amount, currency, and payment information.
- 4Choose the ClickUp Task Created trigger and select where run reports should go.
- 5Test with one real, valid payment request task and review the report.
Questions about this workflow
Will this complete the payment?
No. Creating a PaymentIntent starts payment processing. Confirmation or customer action may still be required.
What should be in the task?
Provide the customer and payment details required for the PaymentIntent. Notis cannot infer missing amounts or payment instructions.
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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