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Notis

Keep survey feedback and verified context together

When a survey response arrives with participant details, check the supplied details and capture the response and available verification context as Dovetail research data.

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

Survey responses and participant contact checks often sit in separate places, making follow-up and interpretation harder.

  • Keep survey content and contact check context together.
  • Make response records easier to review for follow-up.
  • Avoid treating an unchecked contact detail as verified.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Dovetail once in Notis.
  • 2Create an automation for survey response capture.
  • 3Tell Notis to check supplied participant details and save the response plus returned verification context as Dovetail data.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real response and confirm both response content and check outcome are represented.

Questions about this workflow

Does it analyze the survey answers?

This workflow captures the response as Dovetail data. It should not claim themes or findings unless you explicitly ask for analysis and provide enough responses.

Does it require participant contact details?

Addressfinder checks require details supplied in the request. If none are supplied, the workflow can save the response and note that no check was performed.

Will it change the survey response?

It creates a Dovetail data item from the request. It does not edit the original response source.

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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