Keep client feedback from Agiled in your research workspace
Send a feedback update from an Agiled workflow to Notis and capture its useful details in Dovetail, ready for later analysis.
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
Client feedback can stay buried in CRM notes or project updates, making recurring needs hard to spot.
- Keep client comments searchable alongside research.
- Preserve useful context when feedback reaches your team.
- Reduce manual copying between work tools.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe capturing incoming client feedback as Dovetail data.
- 3Choose a Notis webhook trigger and arrange for the Agiled workflow to send the relevant feedback to its URL.
- 4Choose where Notis run reports should go.
- 5Test with one real feedback example and confirm the Dovetail data item is useful.
Questions about this workflow
Does Agiled provide a built-in trigger event here?
No Agiled trigger event is listed. This workflow starts when an HTTP request reaches the Notis webhook.
What feedback should I send?
Send the client comment and any useful context available in the Agiled workflow, such as its project or account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dovetail. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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