If you’re juggling online payments and project management, you’ve probably thought: “Why am I still copying Stripe sales into Asana by hand?” It’s tedious, easy to mess up, and honestly, you’ve got better things to do. This guide is for anyone who wants Stripe payments to show up as actionable Asana tasks—without duct-taping together clunky integrations or learning to code.
We’ll walk through using Bardeen, a browser-based automation tool, to make Stripe and Asana actually talk to each other. You don’t need a developer, but you do need a Stripe account, an Asana workspace, and a free Bardeen account.
Let’s get your sales working for you, not the other way around.
Why Automate Stripe to Asana at All?
Before we dive in: is this even worth it? If you only get one payment a week, maybe not. But if you’re handling more than a handful of sales—especially if you have a team—manual tracking is a recipe for missed follow-ups and wasted time.
Some things you can do with this automation: - Kick off onboarding for every new customer, right in Asana - Assign tasks to your support or fulfillment team automatically - Keep a running list of all incoming payments, so nothing slips by
The main goal: less busywork, fewer mistakes, faster handoffs.
What You’ll Need
Let’s keep this simple. Here’s what you need before you start:
- Stripe account: With payments actually happening.
- Asana account: Any paid or free plan will work.
- Bardeen account: Sign up free—no credit card required.
- Google Chrome or Microsoft Edge: Bardeen is a browser extension.
Optional but helpful: - A dedicated Asana project where these tasks will live - Permission to connect integrations to your Stripe and Asana accounts
You don’t need: - Any coding knowledge - Zapier, Make, or other third-party automation platforms - Fancy Asana or Stripe plans
Step 1: Install Bardeen
First things first: go to the Bardeen website and add the extension to Chrome or Edge. (No Firefox, unfortunately.)
- Follow the prompts to create your account.
- Pin the Bardeen extension to your browser toolbar for easy access.
Pro tip: If you’re on a locked-down work computer, you might need IT to approve the extension.
Step 2: Connect Stripe and Asana to Bardeen
You can’t automate anything until Bardeen can “see” your Stripe payments and Asana projects.
- Click the Bardeen icon in your browser.
- Go to “Connections” (or “Apps”) in the Bardeen dashboard.
- Connect your Stripe account. You’ll need to log in and authorize access. Bardeen only reads payment data—it doesn’t mess with your money.
- Connect your Asana account. Again, log in and give the required permissions.
Heads up: If you have multiple Stripe or Asana accounts, double-check you’re connecting the right ones. Mixing up production and test Stripe keys is a surefire way to cause confusion.
Step 3: Decide What You Want the Asana Task to Look Like
Before you build the automation, get clear on what you actually want to happen.
Questions to ask yourself: - Do you want a task for every payment, or just certain types (e.g., over $100)? - Which Asana project should tasks go to? - Who should be assigned, if anyone? - What info from Stripe should show up in the Asana task? (Customer name, amount, product, etc.)
Keep it minimal. You can always add more fields later.
Step 4: Create the Automation (“Playbook”) in Bardeen
Bardeen calls automations “Playbooks.” Here’s how to set one up from scratch:
- Open the Bardeen extension and click “Create Playbook.”
- Search for the Stripe integration. Choose the trigger: “When a new payment is received in Stripe.”
- Add the Asana action: “Create a task.”
- Map data from Stripe to Asana. For example:
- Task name: “New Payment: {{customer_name}} - ${{amount}}”
- Description: “Payment ID: {{payment_id}}\nEmail: {{email}}\nProduct: {{product_name}}”
- Project: Select the Asana project you set up earlier
- Assignee: Pick a teammate or leave blank
- Set any filters (e.g., only payments over a certain amount).
- Save and name your Playbook.
Don’t overthink it. The main thing is to get a usable task into Asana every time a payment comes in.
Step 5: Test Your Workflow
Never trust an automation until you’ve seen it work. Run a test payment in Stripe (or use Stripe’s test mode).
- Watch for the Asana task to appear.
- Check for typos, missing info, or tasks going to the wrong project.
- Make sure the right people are getting notified.
If something’s off, go back to Bardeen and tweak your Playbook. Repeat until you’re happy.
Step 6: Go Live and Monitor
Once the test works, turn the Playbook on for real payments. Here’s what to watch out for in the first week or two:
- Are all payments making it into Asana? If not, check Bardeen's activity/logs.
- Are tasks getting duplicated? That usually means the trigger isn’t set up right.
- Is anyone getting bombarded with notifications? If so, re-think your assignment settings.
Don’t set-and-forget. Automations break, APIs change, and sometimes Stripe or Asana has downtime. Build a habit of checking in every so often.
What Works Well (and What Doesn't)
Works great: - Simple flows where you just need a payment to trigger a task. - Teams that live in Asana and want everything in one place. - Reducing “did we get paid for that?” slip-ups.
Frustrations: - If you want complex logic (e.g., update existing tasks, look up Asana custom fields), Bardeen isn’t as flexible as tools like Zapier or Make. - Stripe’s data can be cryptic if you sell many different products or have custom fields. - The browser extension model means Bardeen only runs when your browser is open—no always-on server processing. (If you need 100% reliability, consider a server-based tool instead.)
Ignore any hype about “AI automatically fixing your workflow.” This is automation, not magic. It still needs a human brain to set up and maintain.
Pro Tips
- Keep your automations simple. The more steps, the more things can break.
- Document what you built. Even a Google Doc with “Stripe → Asana via Bardeen, tasks land in XYZ project” will save you headaches when something stops working.
- Review permissions. Make sure only the right people can change your Playbook, especially if it’s business-critical.
- Check for “test” data. Stripe’s test mode is great, but make sure you’re not spamming your real Asana projects with fake payments.
Wrapping Up
You don’t need to be a developer—or even particularly tech-savvy—to connect Stripe and Asana using Bardeen. Start simple, automate the annoying stuff, and don’t chase “perfect.” If you outgrow Bardeen or hit its limits, you’ll at least know what you actually need next.
Remember: The best automations are the ones you barely notice because they just work. Set it up, watch it for a week, and get back to work that matters.