Review staffing research contacts
Know who to talk to before the next operational question arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Useful contacts exist, but nobody remembers who has the right experience for a new question.
- Shortens interview recruiting
- Keeps expertise discoverable
- Supports planned research follow up
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dovetail in the Notis portal.
- 2Create an automation describing the staffing topic and contact criteria.
- 3Choose the notis_cron trigger and set a quarterly or monthly cadence.
- 4Select a report channel for the contact summary.
- 5Test with one staffing research question.
Questions about this workflow
Does it message contacts?
No. It reviews the Dovetail contact list and reports candidates for follow up.
Can it focus on former employees?
Only if that status is available in the connected contact data or supplied context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dovetail. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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