Register research participants through a webhook
Send participant details to Notis with an HTTP request and create a Dovetail contact without retyping the information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Participant information arrives from multiple places, making consistent research records harder to maintain.
- Register participants from systems that can send HTTP requests.
- Use a consistent instruction for contact creation.
- Reduce repeated typing of supplied participant details.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal.
- 2Create an automation from Automations, New Automation, or ask Notis to create it.
- 3Describe which supplied participant details should be used to create a Dovetail contact.
- 4Pick a Notis webhook trigger and choose where run reports go.
- 5Test with one real request containing participant details.
Questions about this workflow
What information should the request include?
Include the participant details needed for your contact record. Notis can only use information supplied in the request or available through connected app context.
Can this deduplicate contacts?
The listed action creates a contact. If duplicate prevention is important, ask Notis to check available contact information first and skip when it cannot determine whether the person already exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dovetail. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Agent mail and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.