Import customer research files into Dovetail
When a CRM request includes a public file URL and its destination project, ask Notis to import the research file into Dovetail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Import Data File
Imports a publicly accessible file as new project data.
Why this helps
Research files referenced in CRM can remain disconnected from the Dovetail work they support.
- Bring accessible research files into Dovetail data.
- Keep the supplied project context with the import request.
- Reduce manual file handling.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dovetail once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3Ask Notis to import a research file only when the webhook request includes a public file URL and confirmed project details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one accessible research file and confirm it appears in Dovetail.
Questions about this workflow
Can Dovetail import a private CRM attachment through this workflow?
This import action requires a publicly accessible file URL. Do not send private or inaccessible links.
Can it create an insight from the file too?
This workflow imports data. Insight creation would require a separate action and instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dovetail. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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