Keep customer needs visible across the agency
Capture the customer context you already have and make it searchable alongside your Dovetail research.
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
Important customer needs often stay inside individual account histories instead of informing how the agency serves people overall.
- Preserve customer-stated needs in a research workspace.
- Make recurring themes easier to compare across supplied records.
- Keep unknowns distinct from what the customer actually said.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create Dovetail data from provided client context, retaining stated needs and identifying missing information.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real example and review the created data.
Questions about this workflow
Does it copy every client record?
No. The automation should process the context supplied to it and create a focused research record.
Can it add its own interpretation of a customer's need?
It may summarize, but should distinguish direct statements from interpretation and avoid unsupported claims.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dovetail. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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