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Notis

Keep verified participant details with your research

When participant details have been checked through Addressfinder, send the useful record to Dovetail so it is ready when you need it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Data

Creates a research data item in a project.

Why this helps

Participant details can end up scattered between address checks, messages, and research projects.

  • Keep checked participant details alongside related research data.
  • Reduce repeated address and contact checks during research coordination.
  • Capture the source and verification context when it is provided.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Dovetail once in Notis.
  • 2Create an automation in the portal or by telling Notis what you want it to do.
  • 3Ask Notis to save participant records checked through Addressfinder as research data in Dovetail.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real participant record and confirm it appears in the intended project.

Questions about this workflow

What starts this workflow?

A webhook request starts it. Addressfinder has no listed trigger event, so an external tool or custom backend must send the request to Notis.

Does this verify participant details automatically?

The workflow can use Addressfinder to check details when the request includes them or makes them available. It should record only results returned by Addressfinder.

Can it choose a Dovetail project automatically?

Tell Notis which project to use in the automation instruction. If the project is unclear, have it ask or report that it needs the project.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addressfinder to Dovetail. A trigger fires from one place; an action lands in another.

Addressfinder triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Create a channel to organize and collect feedback.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact.

ActionInstant

Create Data Point

Record and classify a data point in a channel.

ActionInstant

Create Data

Creates a research data item in a project.

ActionInstant

Create Insight

Save a research insight, optionally linking it to a project.

ActionInstant

Create Topic

Create a topic in a channel to organize feedback.

ActionInstant

Create Doc

Creates a document in a project; its content is stored but not returned.

ActionInstant

Delete Channel

Move a channel to the project trash, where it can be restored for 30 days.

ActionInstant

Connect any two apps with Notis in the middle.

Addressfinder and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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