Make Successful Invoice Payments Easy to Track
Give successful invoice payments a ClickUp record when your finance process calls for a human review or documented handoff.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create a task
Creates a new clickup task in a specific list, optionally as a subtask if a `parent` task id (which cannot be a subtask itself and must be in the same list) is provided.
Why this helps
Payment confirmations can be hard to find later when they are not captured in the team's normal tracking process.
- Create a searchable payment record
- Keep finance review in the team's workflow
- Support consistent payment handoffs
Setup
Build it in a few focused steps.
- 1Connect Stripe and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice payment records.
- 3Tell Notis to create a ClickUp task with a concise summary of the successful invoice payment and any review steps you require.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports should go.
- 5Test with one real successful invoice payment example.
Questions about this workflow
Is this a substitute for Stripe's payment records?
No. It creates a ClickUp task for team tracking based on the event details available from Stripe.
Can the task include a finance review checklist?
You can ask Notis to include review steps in the task description. Use a checklist action workflow if you need a separate checklist artifact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Clickup. A trigger fires from one place; an action lands in another.
Stripe triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Product Created Trigger
Triggered when a product is created in Stripe
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Stripe and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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