Audit Dovetail contacts with 0CodeKit
Keep participant records usable before the next research session.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Contacts
Tool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
Why this helps
Duplicate or incomplete contacts create confusion when teams prepare interviews and follow ups.
- Find incomplete contact records
- Reduce duplicate outreach risk
- Create a clear cleanup report
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dovetail in the Notis portal.
- 2Create an automation that lists Dovetail contacts and compares them with the supplied 0CodeKit quality rules.
- 3Choose the webhook trigger for an audit request.
- 4Select a report channel and test with one contact review.
Questions about this workflow
Does this delete or change contacts?
This workflow only lists and reviews contacts with action 6291; any changes require a separate supported workflow.
Can the audit use custom quality rules?
Yes. Describe the rules in the prompt and include any required reference data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dovetail. A trigger fires from one place; an action lands in another.
0CodeKit 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.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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.
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."
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.
0CodeKit and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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