Invoice Delivery Project Duplication Automation
When an invoice is paid, instantly duplicate your delivery project template for that order. Each customer gets a dedicated project workspace automatically.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Duplicate Project
Duplicate a project.
Why this helps
Every order follows the same delivery process but you manually create a project for each one. This is repetitive and sometimes you forget to set it up.
- Eliminate repetitive project creation for every order
- Ensure consistent project structure for every customer
- Save time on setup by using templates
- Keep order workflows organized and predictable
Setup
Build it in a few focused steps.
- 1Connect Stripe and Asana to Notis.
- 2First, create a delivery project template in Asana with your standard sections and structure.
- 3Create an automation with this prompt: 'When an invoice is paid in Stripe, duplicate my Delivery Template project in Asana and name it after the customer and invoice date.'
- 4Set the trigger to Stripe's Invoice Payment Succeeded event.
- 5Test by marking a test invoice as paid and verify the project is duplicated.
Questions about this workflow
Can I customize the duplicated project name?
Yes. In your prompt: 'Name the project [Customer Name] - [Invoice Date].' Notis will format it accordingly.
Can I auto-populate customer information in the duplicated project?
Yes. Include in your prompt: 'Add the customer email and order details to the project description.'
Can I add the duplicated project to a portfolio automatically?
Absolutely. In your prompt: 'Add the new project to my Active Orders portfolio.' Notis will organize it for you.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Asana.