Keep published Agility content searchable in Dovetail
Send a page for review and keep its content and source details together in Dovetail.
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
Published content can be hard to find when it is scattered across a CMS and research workspace.
- Find published pages alongside project research.
- Keep the source page reference with the captured content.
- Reduce manual copying between the CMS and Dovetail.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to fetch the page identified in the webhook request and save its content and source reference as Dovetail data.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real published page and review the created Dovetail item.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include enough information to identify the published Agility CMS page.
Does this workflow analyze interview responses?
No. It records CMS page content in Dovetail. It does not treat page copy as user research or interview feedback.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dovetail. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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