Connect partner research with the people behind it
Keep partner contact details alongside the research conversations they inform.
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
Teams can lose track of who a partner contact is when details sit apart from their research workspace.
- Create a research contact from supplied partner details.
- Make it easier to associate future research with the right person.
- Reduce duplicate manual entry of contact information.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a Dovetail contact from each supplied Adtraction partner record with the provided identifying details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact record and confirm the created contact details.
Questions about this workflow
Can the workflow find contact details that Adtraction does not provide?
No. The webhook input must include the details you want Notis to use.
Does this log a conversation with the contact?
No. It registers a contact in Dovetail. Logging interactions requires additional content and a suitable action for that purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dovetail. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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