Create a Dovetail contact from an interview task
Keep participant records current while scheduling and follow-up are still active.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 remain in task notes and are hard to reuse across research work.
- Reduce duplicate data entry
- Keep participant records reusable
- Preserve consent context supplied in the task
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dovetail in Notis.
- 2Create an automation for participant registration.
- 3Tell Notis to create a Dovetail contact only when the task contains confirmed participant details and any required consent context.
- 4Pick New Task Created as the trigger.
- 5Choose a report channel and test with one interview task.
Questions about this workflow
What details are needed?
Provide the participant information required by your Dovetail workspace in the task notes.
Can it avoid duplicates?
Ask Notis to search existing contacts or report a possible match before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Dovetail. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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'."
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
Google Tasks and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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