Keep identified research contacts with your work
Save relevant contact details found during authorized research directly in Dovetail for later coordination.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Relevant participant details can be lost between web research and the tools used to organize research work.
- Save identified contacts alongside research operations.
- Use only contact details present in the source material.
- Reduce manual re-entry when a contact is relevant to follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis to create it in plain language.
- 3In one instruction, define which identified people qualify and ask Notis to create a Dovetail contact using only the available details and authorized sources.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one real, appropriate research result and confirm the contact details in Dovetail.
Questions about this workflow
Will it guess missing contact details?
No. Ask it to use only details present in the result and skip contact creation when required information is missing.
Can it create a contact for every person mentioned?
Set a clear qualifying rule in the instruction so it creates contacts only for people relevant to your research.
What about sensitive personal data?
Use only information you are authorized to collect and store, and state any limits or exclusions in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Dovetail. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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