Guide

How to create new Stripe customer for completed Asana task

Learn how to configure a Relay playbook to automatically create new Stripe customers when tasks are completed in Asana. By leveraging this integration, you'll streamline your workflow, ensuring that each completed task in Asana triggers the creation of a corresponding customer in Stripe, facilitating organized customer management and seamless coordination between your task completion and customer creation processes.
Asana logoAsana > Stripe
Trigger
Last triggered
Asana logoTask completed
Stripe logoCreate customer
1

Add the Asana "Task completed" 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 "Task completed" under Asana. Then, select the project. This trigger will automatically detect all the completed tasks in Asana to create a new customer in Stripe.

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

2

Add the Stripe "Create customer" automation

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

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

3

Turn on the playbook

Activating your playbook is the final step to automate creating new customers in Stripe for every completed task in Asana. Once turned on, it will respond to the detected completed task in Asana to create a new customer in Stripe 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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