How to create Asana tasks for new Stripe payments

Relay.app is an automation tool that lets you automate actions across Stripe, Asana, and many other apps.
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1

Add the Stripe "Payment created" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Payment created" under Stripe. Then, select the necessary details. This trigger will automatically detect all the new payments created in Stripe to create a new task in Asana.

If this is your first time using a Stripe integration in Relay, you'll be prompted to connect your Stripe account.

2

Add the Asana "Create task" automation

Integrate the Asana automation into your playbook to ensure the prompt creation of a new Asana task for each payment processed in Stripe. Add a new step and select "Create task" from the list of Asana automations.

Connect Asana to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Stripe to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate adding a new task in Asana for every new payment in Stripe. Once turned on, it will respond to the new payment in Stripe by creating a new task in Asana without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.

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