I searched the forum and it seems this question hasn’t come up in a while. I’m wondering if anyone has successfully integrated a payment option with their form? We have an application that has a fee associated with it, and I’m looking for a good practice. Ideally, we would like the payment to be submitted either before or with the application.
I think payment integration into a form is unlikely to be possible.
What would be more likely is that a form submission leads to triggering a payment process.
If you want I can move this to Tips and Tricks , where you’re likely to get more views/responses.
Thank you, @Jan-Rienk! I moved the post to the Tips and Tricks section.
I knew integrating it directly into the form was unlikely. My initial thought was to automate an email with the ID variable as a ticket number for users to enter when making the payment. However, that would still require manual verification before any work can begin on the request, which can be cumbersome.
Maybe approach it from the other end? I think it’s likely that there are payment systems that can kick off an Asana task.
I did consider the payment triggering the task, but we lose the ability to include the form information and would still end up with two pieces that have to be manually put together. It would be amazing if you could map a form submission to a specific task based on a variable like a ticket number.
Well I’d be really surprised if the <capture order information> ➡ <confirm payment> ➡ <push order information into system of choice> problem hasn’t been solved yet. I assume that solves your problem.
I expect getting the information in the right custom fields might require some trickery, but that sounds like a fixable problem. Maybe some API wizardry is requred.
@ambforumleader @pforumleader Do you have any advice for @Jeremy_Long ?
@Jeremy_Long - this is definitely doable via Zapier or Make.com, or a custom integration.
You could start with the Asana form or start with the payment and accomplish exactly what you’re asking.
If you know Zapier or Make.com, go for it. They also both offer free training courses.
https://learn.zapier.com/
https://academy.make.com/
If you’d rather my team help you, we specialize in custom third-party integrations and automations involving Asana. Happy to do a free 15 min call to run you through what’s needed and point you to the resources to do it yourself or the options for working with my team.
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@Bryan_TeamKickstart @Jeremy_Long That sounds like a great offer! If you guys end up doing this call I’d love to attend! (If you’re both open to it of course)
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Our assistant director recently spoke with someone from Zapier, and they informed her that what we’re trying to achieve isn’t possible with their platform. I appreciate your offer and would definitely like to discuss this further with you. There are a few others I think should join the call as well.
Could you let me know your availability? I’ll reach out to the others to see if I can coordinate a time that works for everyone.
@Jeremy_Long - to clarify, I’m not saying (and wasn’t saying) you can take payments via an Asana form. I’m saying you can process a payment using a tool like Stripe, Paypal, Quickbooks Invoices, Jotform payments, or a million other ways to accept a payment, and then automatically associate that payment with a record in Asana. I do this currently. I use the email as the ID that links the payment to the client record in Asana.
Or you can process an Asana form from a customer and then automatically send a payment request after they fill your form, and automatically associate their payment with their form submission.
If you and your team would like to discuss…
If you’d like some quick pointers on building it yourselves, you can book a free 15-min call here: kstart.io/quick-help
If you’d like to discuss hiring us for a short term project to build this for you, you can book a free intro call here: kstart.io/free-intro
(and @Jan-Rienk - I’ll leave it up to @Jeremy_Long as to whether he’d be open to having others there – but even if not, I’m happy to meet you with separately and show you how this is done.)
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