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Notis

Register contacts from 0CodeKit enrichment

Keep enriched participant records ready for research follow up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

Why this helps

Cleaned contact data often sits in a processing result without entering the research workspace.

  • Avoid retyping participant records
  • Keep research contacts current
  • Prepare cleaner records for later interactions

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Dovetail once in Notis.
  • 2Create an automation that registers each approved enriched contact in Dovetail.
  • 3Choose the webhook trigger and send it records from your 0CodeKit enrichment flow.
  • 4Choose a report channel and test with one approved contact.

Questions about this workflow

Should every processed contact be created?

No. Instruct Notis to create contacts only when the payload marks them as approved and complete.

What if the record is missing a required detail?

Tell Notis to report the missing information instead of creating an incomplete contact.

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.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

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'."

ActionInstant

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

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.

ActionInstant

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."

ActionInstant

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.

ActionInstant

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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