Get WhatsApp feedback into Dovetail without manual copying
Forward a customer message to Notis and keep the research trail up to date while you get back to building.
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
Useful customer feedback gets buried in WhatsApp chats, then takes time and context switching to copy into research.
- Capture customer comments while they are fresh.
- Reduce manual copying from chats into research.
- Keep the original feedback available for later synthesis.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dovetail once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to classify submitted WhatsApp feedback and create a Dovetail data point in the specified channel.
- 4Choose a webhook trigger and choose where run reports go.
- 5Test with one real feedback message sent through the webhook.
Questions about this workflow
Does this run automatically for every WhatsApp message?
No. 2chat has no trigger events in this setup. A webhook starts the automation when you send it a request with the message content.
What does the automation need to create the data point?
Include the feedback content and the intended Dovetail channel in your instruction or webhook request. Notis can classify the content, but it cannot infer a missing destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dovetail. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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