Keep useful payment highlights in view
Bring relevant Dovetail highlights back into your team's routine review without searching for them from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Highlights
Tool to list all highlights in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete highlight list.
Why this helps
Highlights from customer research are easy to forget when teams do not have a simple way to revisit them.
- Retrieve highlights for a recurring research review.
- Keep payment feedback evidence visible to the team.
- Reduce context switching when preparing a review.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis in one instruction to retrieve Dovetail highlights relevant to your payment research and summarize them for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real review and confirm the highlights match your research focus.
Questions about this workflow
Does this create new highlights?
No. It retrieves existing Dovetail highlights relevant to your instruction.
Does it include payment data that was never added to Dovetail?
No. The workflow can only retrieve information already available in the Dovetail workspace.
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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