Create Dovetail contacts from Discord members
Keep participant records ready before conversations begin.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
New community members are easy to forget when contact setup is a separate task.
- Reduce onboarding admin
- Keep participant records consistent
- Prepare for future interview analysis
Setup
Build it in a few focused steps.
- 1Connect Discord and Dovetail once in Notis.
- 2Create an automation named Research member intake.
- 3Tell Notis to create a Dovetail contact for qualifying new members using available profile details.
- 4Pick the New Member Joined trigger and choose a report channel.
- 5Test with one real member event.
Questions about this workflow
Can it exclude bots?
Yes. Tell Notis to skip bot accounts and members outside the research community.
What if a contact already exists?
Ask Notis to search for a matching contact before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Dovetail. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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'."
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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."
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.
Discord and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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