Keep participant contact details ready in Dovetail
Turn participant rows that appear or change into contact records, so research follow-up has the details in one place.
Trigger
Spreadsheet Row Changed
Triggers when a looked-up spreadsheet row changes. This trigger monitors a specific row (located by searching for a query value within a user-specified range) and fires when the row's values change, when the row appears, or when the row disappears.
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
Participant details split between a spreadsheet and research tools make follow-up harder to keep straight.
- Create contacts when tracked participant rows appear or change.
- Keep available contact details near research activity.
- Reduce repeated entry of participant information.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dovetail contact using the changed row's available participant details.
- 4Pick the Spreadsheet Row Changed trigger and choose where run reports go.
- 5Test with one real row that appears or changes.
Questions about this workflow
What changes can trigger this workflow?
The trigger watches a row located by searching for a query value and fires when that row changes, appears, or disappears. Ask Notis to handle the relevant changes in your instruction.
What details can be used for a contact?
Only details present in the row or supplied in your instruction are available.
Can it update an existing Dovetail contact?
The listed action creates a contact. It does not provide a contact update action, so describe handling that avoids duplicate creation if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Dovetail. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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'."
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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."
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.