Keep your research projects in view
Use a recurring check to bring relevant project information back to the team when planning or reviewing research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Project context is easy to forget when research work competes with everything else a founder has to manage.
- Revisit project information on a regular cadence.
- Surface details relevant to planning and follow-up.
- Reduce the effort of manually checking project lists.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dovetail once in the Notis portal.
- 2Create an automation named Recurring Project Review.
- 3Tell Notis what project details to review and what question to answer, using only information returned by Dovetail.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one real project review.
Questions about this workflow
Does this create, edit, or delete projects?
No. This action lists projects so Notis can report relevant information.
Can Notis review every project?
Ask for a clear scope. The action lists projects in the workspace, and the instruction should specify what is relevant to the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dovetail. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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'."
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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."
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or 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.
Salesforce and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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