Create onboarding task lists for new customers

When a new customer signs up in PayFacile, automatically create an onboarding task in Asana so team members can kick off setup.

Try:

See all PayFacile + Asana integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

PayFacile Explore PayFacile →

Triggers

New customer

Fires when a new customer is created in PayFacile.

Subscription canceled

Fires when a subscription is canceled in PayFacile.

New invoice generated

Fires when a new invoice is generated in PayFacile.

Payment failed

Fires when a payment attempt fails in PayFacile.

Actions

Create customer

Creates a new customer in PayFacile.

Create subscription

Creates a new subscription in PayFacile.

Cancel subscription

Cancels an existing subscription in PayFacile.

Update customer

Updates a customer's billing details in PayFacile.

Asana Explore Asana →

Triggers

New task created

Fires when a new task or card is created in Asana.

Task completed

Fires when a task in Asana is marked complete.

Due date approaching

Fires when a task's due date in Asana is coming up.

Comment added

Fires when a comment is added to a task in Asana.

Actions

Create task

Creates a new task in Asana.

Update task

Updates a task's status or assignee in Asana.

Add comment

Posts a comment on a task in Asana.

Move task

Moves a task in Asana to a different board or list.

Alert team members on payment failures When a payment fails in PayFacile, automatically add an urgent comment to the customer's account task in Asana for account management intervention. See details

Update customer records when onboarding tasks complete When an account setup task is marked complete in Asana, automatically update the customer status in PayFacile to mark onboarding as finished. See details

See all PayFacile + Asana integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create onboarding task lists for new customers” between PayFacile and Asana?

Yes — describe it in the box above and Knit's Integrations Agent researches PayFacile and Asana's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can Asana and PayFacile streamline client onboarding?

When a new subscription or customer is created in PayFacile, Asana can automatically create task lists to kick off technical setup and client onboarding.

Can payment issues in PayFacile flag team members in Asana?

Yes, if a payment fails in PayFacile, an urgent comment or task update can automatically be added in Asana so account managers can follow up immediately.