Retrieve Dovetail contacts on demand
Get the contact context you need without opening another research system.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Follow-up work stalls when contact details are buried in a separate workspace.
- Speeds up research follow-up
- Returns contact context in your usual channel
- Reduces tool switching
Setup
Build it in a few focused steps.
- 1Connect Dovetail in Notis.
- 2Create an automation named Contact context lookup.
- 3Tell Notis to list Dovetail contacts, filter the result using the incoming request, and summarize only relevant records.
- 4Choose a Notis webhook trigger and select a report channel.
- 5Test it with one contact lookup request.
Questions about this workflow
Can it return every contact?
Yes, the Dovetail list contacts action supports retrieving the complete contact list, subject to workspace access.
Can it protect unrelated contact details?
Ask Notis to return only records relevant to the incoming request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Dovetail. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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'."
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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."
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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