Customer Dedicated Team Creation Automation
When a customer subscribes, instantly create a dedicated Asana team for them. All customer work stays organized in one team space.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Create Team
Tool to create a new team in an asana workspace. use when you need to establish a new team for collaboration.
Why this helps
You have dozens of customers but they're all mixed together in your general Asana workspace. Finding all the work related to one customer is impossible.
- Organize customer work by customer for easier tracking
- Create a dedicated space for customer collaboration
- Scale customer management without chaos
- Make customer context instantly available to your team
Setup
Build it in a few focused steps.
- 1Connect Stripe and Asana to Notis.
- 2Create an automation with this prompt: 'When a subscription is added in Stripe, create a new team in Asana named [Customer Name] Team, then add my customer success lead to the team.'
- 3Set the trigger to Stripe's Subscription Added event.
- 4Choose your notification channel.
- 5Test by creating a test subscription and verify the team appears in Asana.
Questions about this workflow
Can I add multiple team members automatically?
Yes. Include in your prompt: 'Add my customer success manager and my onboarding specialist to the team.'
Can I create projects within the team automatically?
Yes. Expand your prompt: 'Create the team, then create a project called [Customer Name] Onboarding within it.'
Will this create too many teams?
That depends on your customer count. For high-volume customers, you might only create teams for premium customers.
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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