Check existing Dovetail contacts during discussion review
See whether relevant participant records are already in Dovetail when a new message arrives.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
List Contacts
Tool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
Why this helps
Remembering whether participant context has already been recorded can interrupt the flow of reviewing a discussion.
- Bring existing contact records into review.
- Avoid creating duplicate contact records by assumption.
- Keep identity matches tentative when names are ambiguous.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Dovetail once in Notis.
- 2Create an automation in the portal or by describing it to Notis.
- 3Ask Notis to list Dovetail contacts and identify only possible matches using participant details actually returned by Canvas.
- 4Pick the New Canvas Discussion Message trigger and choose where run reports go.
- 5Test with one real message.
Questions about this workflow
Does this create a new contact?
No. It lists contacts so a reviewer can check existing records.
Can it confirm identity from a display name alone?
No. It should flag possible matches and avoid treating ambiguous names as confirmed identities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Dovetail. A trigger fires from one place; an action lands in another.
Canvas triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
New Canvas File Upload
Polls a Canvas course for new file uploads.
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Canvas and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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