Turn repeated client signals into a reviewable insight
Send a set of client observations from Agiled to Notis and have it synthesize a Dovetail insight grounded in those details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Repeated client signals are easy to miss when each one stays attached to a separate account or project.
- Bring supplied observations together for review.
- Keep synthesized findings traceable to their input.
- Give your team a focused artifact for discussing patterns.
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 synthesizing supplied client observations into a Dovetail insight.
- 3Choose a Notis webhook trigger and send the relevant observations from Agiled to its URL.
- 4Choose where Notis run reports should go.
- 5Test with real observations and check that the insight does not claim unsupported patterns.
Questions about this workflow
Can this discover patterns across all CRM history by itself?
Only if that history is supplied to the automation. The workflow does not assume Agiled data or fields that are not provided.
What should I review in the insight?
Check that its claims match the supplied observations and that missing evidence is called out.
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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