Keep user level payment insights easy to revisit
Give your team a regular reminder of the insights already associated with a research participant or user.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List User Insights
Tool to list insights for a specific user. use when you need to retrieve all personal insights associated with a user id.
Why this helps
User-specific findings can be hard to revisit when they are scattered across research work and not part of a review routine.
- Retrieve user insights on a regular schedule.
- Keep relevant findings visible during payment research follow-up.
- Reduce the effort of manually locating existing insights.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal and identify the user id to review.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis in one instruction to retrieve the specified user's Dovetail insights and summarize them for payment research review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one user id and confirm the insights are appropriate to review.
Questions about this workflow
Does this infer insights from Stripe payment events?
No. It retrieves existing insights associated with the specified Dovetail user.
What information do I need to provide?
Provide the Dovetail user id and the payment research context you want the review to address.
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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