Start Recurring Billing Immediately After Contract Signature
Tag a contract as signed in Asana, and Notis sets up the subscription in Stripe. No manual setup, no delays, revenue starts flowing.
Trigger
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Action
Create subscription
Creates a new, highly configurable subscription for an existing stripe customer, supporting multiple items, trials, discounts, and various billing/payment options.
Why this helps
Setting up subscriptions manually is error-prone and easy to forget, causing revenue leaks. Each new client requires switching to Stripe and entering details from scratch.
- Subscriptions activate immediately after contract signature
- Removes friction in recurring revenue setup
- Keeps billing and contracts in sync
- No manual data entry between tools
Setup
Build it in a few focused steps.
- 1Connect Asana and Stripe to Notis.
- 2Tell Notis: 'When a task is tagged Contract Signed, create a subscription in Stripe.' You can specify the pricing tier or have Notis pull it from Asana.
- 3Choose where to receive automation updates (Slack, email, etc.).
- 4Tag a test contract task with 'Contract Signed' in Asana.
- 5Confirm the subscription appears in Stripe and verify the customer and price are correct.
Questions about this workflow
How does Notis know which price to use for the subscription?
You guide Notis through the prompt. Store the pricing tier in Asana (via a custom field or task name), or tell Notis to ask you which price each time. Most founders prefer storing it in Asana to skip the question.
What if I need to set different subscription details per client?
You can include subscription details in the task name or Asana custom fields (billing cycle, trial period, etc.), and Notis reads those to configure the subscription correctly.
Can Notis skip customers that already have subscriptions?
Yes. Notis can check your Stripe customer list and only create subscriptions for new or unsubscribed customers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Stripe. A trigger fires from one place; an action lands in another.
Asana triggers
Stripe actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
New Comment on Task
Triggers when a comment is added to a task in a project.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New Task Created
Triggers when a new task is created in a project.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Task Updated
Triggers when a task is updated in a project.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
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When this happens · Trigger
Do this · Action
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