Keep sales research notes in Dovetail
When a sales note contains customer research, send it to Dovetail as a doc without losing the original context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Useful interview observations often get mixed in with everyday sales updates.
- Separate research notes from routine pipeline updates.
- Retain the original CRM context with each doc.
- Make observations easier to revisit during synthesis.
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 create a Dovetail doc from incoming sales notes only when they include customer research or interview details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real sales note and check the resulting doc.
Questions about this workflow
Will every sales update become a doc?
Tell Notis in the instruction to create docs only for notes containing research or interview details.
Can Notis add a summary?
Yes. Include the summary format you want in the instruction, and specify whether the original note should also be preserved.
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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