Start a Dovetail project when a research batch is ready
Give a new research batch a dedicated home using the project details supplied by your workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project in the workspace.
Why this helps
Starting a research batch can involve an avoidable pause while someone creates its project and records the purpose.
- Create a project when a new batch is ready to organize.
- Use supplied batch details to describe the project's purpose.
- Reduce setup delay before researchers can add materials.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for research batch setup.
- 3Tell Notis to create a Dovetail project from the title and purpose supplied in the webhook, and to flag missing details for review.
- 4Select the webhook trigger and a destination for run reports.
- 5Test with one real research batch request and confirm the project details.
Questions about this workflow
Does ActiveMerge provide project details automatically?
Only details included in the webhook request are available to Notis. Ensure the request supplies the project title and purpose.
Will this create a project for every document?
The workflow should start only when your external system sends the webhook for a new research batch, according to your own process.
Can this also add the batch documents?
This action creates a project. Adding content would require a separate automation using an appropriate Dovetail action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dovetail. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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