Checkout Order Confirmation Attachment Automation
When a customer completes checkout, automatically attach their order confirmation to the task in Asana. All documentation stays together.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
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.
Why this helps
Order confirmations live in Stripe but your team needs them in Asana. Someone has to manually download and attach them, or worse, they just stay in Stripe and get forgotten.
- Keep all order documentation in Asana where your team works
- Eliminate manual attachment uploads
- Make order details searchable in Asana
- Reduce time spent hunting for order confirmations
Setup
Build it in a few focused steps.
- 1Connect Stripe and Asana to Notis.
- 2Create an automation with this prompt: 'When a checkout session completes in Stripe, download the order confirmation PDF and attach it to the corresponding task in Asana.'
- 3Set the trigger to Stripe's Checkout Session Completed event.
- 4Choose your notification channel.
- 5Test by completing a test checkout and verify the PDF appears attached in the Asana task.
Questions about this workflow
What if there's no existing task to attach to?
Include in your prompt: 'If there's no existing task, create one first, then attach the confirmation.' Notis will handle both steps.
Can I attach multiple documents?
Yes. Include in your prompt: 'Attach the order confirmation, invoice, and shipping label.'
Are these attachments searchable in Asana?
Asana has limited OCR search for attachments, but file names are searchable. You can include customer info in the attachment name for searchability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Asana. A trigger fires from one place; an action lands in another.
Stripe triggers
Asana actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
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.
Not just Stripe and Asana. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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