Checkout Provisioning Task Automation
The moment a customer completes checkout, a provisioning task appears in Asana. Your team can start setup before they even get their invoice.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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
Customers complete checkout but nobody on your team knows until much later. This delays provisioning and creates a poor first impression for new customers.
- Start customer provisioning immediately after checkout
- Reduce time-to-first-value for new customers
- Eliminate the 'wait and wonder' period for your setup team
- Improve new customer experience with fast account access
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, create a provisioning task in Asana with the customer name, email, and subscription tier.'
- 3Set the trigger to Stripe's Checkout Session Completed event.
- 4Choose your notification channel.
- 5Test by completing a test checkout and verify the provisioning task appears.
Questions about this workflow
Can I include account credentials in the task?
No, never store credentials in Asana. Instead, include in your prompt: 'Create a task noting that the customer is ready for provisioning. Include a link to our secure credential system.'
Can I auto-create accounts in my SaaS before the customer even logs in?
This workflow creates the Asana task. You could set up a separate system to auto-provision accounts immediately after checkout.
Can different checkout flows create different provisioning tasks?
Yes. Add logic to your prompt: 'If they chose our API plan, create an API provisioning task. If they chose our UI plan, create a UI provisioning task.'
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.
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When this happens · Trigger
Do this · Action
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