Keep verification findings ready for review
When a verification result needs a closer look, put the supplied result and credential context into a Dovetail note automatically.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Verification findings can be easy to lose when they stay in a credential system separate from the team's research notes.
- Save notable verification findings as Dovetail notes.
- Keep the supplied credential details with the outcome.
- Reduce context switching when reviewing credential issues.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dovetail once in Notis.
- 2Create an automation in Notis Automations or describe it to Notis in plain language.
- 3Instruct Notis to create a Dovetail note for each submitted verification finding, preserving the provided result and credential context.
- 4Pick the Notis webhook trigger and choose a channel for run reports.
- 5Send a real verification result example through the webhook to test the note.
Questions about this workflow
Does the workflow verify credentials itself?
No. It records verification findings supplied in the webhook request. The request must include the result and any context you want saved.
Where is the note saved?
The note is saved in the Dovetail project you identify in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dovetail. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Accredible certificates and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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