Register interview participants as Dovetail contacts
When participant details are supplied with a completed interview document, let Notis create the contact before the research is logged.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Participant details can be separated from the interview material, making later follow-up and context harder to manage.
- Create contacts from details included in the request.
- Keep interview participant records in the research workspace.
- Avoid retyping supplied contact information.
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 participant registration.
- 3Tell Notis to create a contact only from participant details provided in the webhook, and to report missing required details.
- 4Choose the webhook trigger and a run report channel.
- 5Test with one real, approved participant record and check the new contact.
Questions about this workflow
Will this extract contact details from any document?
The workflow can use content included in the webhook. Ask it to use only clearly provided participant details and report ambiguity.
Does creating a contact log the interview?
No. It creates a contact record. Use an appropriate separate workflow to store interview content.
What if participant details are incomplete?
Instruct Notis to report the missing information and avoid creating a contact from guessed details.
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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