Put payment interview evidence where your team can analyze it
Capture payment research evidence from a webhook and keep it in the Dovetail channel your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Interview notes about payments are easy to leave in personal documents where the rest of the team cannot find them.
- Save supplied interview content as a Dovetail data point.
- Keep evidence accessible to the research team.
- Reduce manual transcription into the research workspace.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal and identify an existing channel.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to classify and save the supplied interview evidence as a data point in that channel.
- 4Pick the webhook trigger and choose where run reports go.
- 5Send one representative interview excerpt and review the result for accuracy.
Questions about this workflow
Does this workflow fetch interview transcripts from Stripe?
No. Payment interview evidence must be included in the webhook request.
Can Notis add a research classification?
You can ask Notis to classify the supplied content, but review the result to ensure the classification fits your research scheme.
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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