Start a Dovetail project from confirmed CRM research
Create a Dovetail project when a research request is approved and includes the details needed to organize it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project in the workspace.
Why this helps
Approved research can lose momentum while teams set up a place to organize it.
- Start organizing approved research promptly.
- Use confirmed project details from the request.
- Avoid creating projects from routine CRM updates.
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.
- 3Tell Notis to create a Dovetail project only for approved research requests with a supplied project title and context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one approved request and verify the project details.
Questions about this workflow
Will a sales opportunity automatically create a project?
No. The instruction should require a clear research approval signal and the necessary project details in the request.
Can the workflow add project content too?
This workflow creates a project. Use a separate instruction or automation for additional artifacts.
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
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.