Bring recurring payment signals into retention research
Keep successful invoice payment events close to customer research about ongoing value and renewal experience.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Retention discussions can miss useful context when recurring payment activity is only reviewed in a separate billing tool.
- Record successful invoice payment events for research context.
- Make recurring payment evidence easier to review alongside feedback.
- Reduce manual collection of billing examples.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to add the available invoice payment details to a named Dovetail channel as a data point.
- 4Pick the Invoice Payment Succeeded trigger and choose where run reports go.
- 5Test with one real successful invoice payment and review the result.
Questions about this workflow
Does a successful invoice payment mean the customer is satisfied?
No. The workflow records a payment event as research context and does not infer customer sentiment.
Can I use this for a retention study?
Yes, as one source of behavioral context. Pair it with interviews or other evidence when drawing conclusions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dovetail. A trigger fires from one place; an action lands in another.
Stripe triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Product Created Trigger
Triggered when a product is created in Stripe
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Stripe and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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