Keep research participant details ready for follow-up
For issues that identify a willing research participant, create a Dovetail contact so future interactions have a consistent record.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
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
Follow-up can slip when participant details live only in an issue and are hard to find when scheduling the next conversation.
- Keep participant records in the research workspace
- Make follow-up easier to pick up later
- Avoid re-entering contact details across tools
Setup
Build it in a few focused steps.
- 1Connect Linear and Dovetail to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally for this workflow.
- 3In one plain-language instruction, ask Notis to create a Dovetail contact only when a new issue identifies a research participant with appropriate consent and sufficient details.
- 4Pick the Linear Issue Created trigger and choose where Notis should report runs.
- 5Test with one real issue containing a consented participant record.
Questions about this workflow
Will this add every person mentioned in an issue?
No. Instruct Notis to create a contact only when the issue makes clear that the person is a research participant and can be registered appropriately.
What if details are incomplete?
Ask Notis to skip contact creation and report that more information is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dovetail. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Issue Created Trigger
Triggered when a new issue is created.
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'."
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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."
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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