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Move completed Stripe checkouts into Dart onboarding

A completed checkout should make the next customer step easy to see. Give onboarding a task as soon as checkout completes.

Trigger

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

Action

Create Task

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Why this helps

After checkout, the team may have to notice the purchase and manually start onboarding work.

  • Create a visible onboarding handoff at checkout completion.
  • Help the team act while purchase context is fresh.
  • Reduce manual monitoring of completed sessions.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Dart once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language from any channel.
  • 3Tell Notis what onboarding task to create after checkout completes, based on available session details.
  • 4Pick the Stripe Checkout Session Completed trigger and choose where run reports go.
  • 5Test with one real completed checkout example.

Questions about this workflow

What event starts onboarding?

A Stripe Checkout Session Completed event starts the workflow.

Can Notis assign a teammate automatically?

Describe the desired task in your instruction. This trigger and action do not provide a separate setup screen for choosing an assignee.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Dart. A trigger fires from one place; an action lands in another.

Stripe triggers

Dart actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Task Comment

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Task Time Tracking

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Create Doc

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Create Task

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Delete Doc

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Delete Task

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Get User Space Configuration

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Get Doc

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

ActionInstant

Connect any two apps with Notis in the middle.

Stripe and Dart, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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