Connect new Jira projects with existing Dovetail projects
Before research work starts, see whether a related Dovetail project already exists. Notis can retrieve the project list when Jira adds a project.
Trigger
New Project
Triggered when a new project is added in Jira
Action
List Projects
Tool to list all projects in dovetail. use after authenticating with a valid workspace token when you need to retrieve the full project list.
Why this helps
New delivery projects can duplicate or disconnect from research projects that already contain relevant work.
- Make existing research homes easier to spot.
- Reduce duplicated project setup.
- Give teams context for aligning delivery and research.
Setup
Build it in a few focused steps.
- 1Connect Jira and Dovetail once in the Notis portal.
- 2Create an automation in Automations, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve Dovetail projects and identify likely matches to the new Jira project using the available names and context.
- 4Choose the Jira New Project trigger, then choose where reports should go.
- 5Test with a real new project event and review suggested matches before acting.
Questions about this workflow
Does this create or modify a Dovetail project?
No. The available action lists Dovetail projects. Notis can report potential matches for a person to review.
Can it determine a match if project descriptions are unavailable?
It can compare available context, such as names. Any missing rationale or criteria should be supplied by the team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Dovetail. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
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'."
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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.
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.
Jira and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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