Move AnyDB field notes into Dovetail
Save observations where they can be revisited during research synthesis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Useful observations lose their value when they stay buried in an operational database.
- Keep observations accessible for research review.
- Capture context close to when a note is submitted.
- Avoid retyping field notes.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Dovetail in Notis once.
- 2Create an automation in Notis and describe the outcome in one instruction.
- 3Pick the webhook trigger for new field notes.
- 4Choose where Notis should send run reports.
- 5Test with one real field note.
Questions about this workflow
What content is captured?
Notis uses the submitted note and available record context to create a Dovetail note.
Does this run on a schedule?
No. This version starts from a Notis webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Dovetail. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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