Create Dovetail contacts from Slack DMs
Keep participant records current while details are still fresh in conversation.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Contact details shared privately are forgotten or copied into the wrong system later.
- Reduce duplicate entry
- Keep contact records current
- Prepare for future research
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Dovetail in Notis once.
- 2Create an automation that validates contact details and creates a Dovetail contact.
- 3Pick Direct Message Received as the trigger.
- 4Choose a report channel and test with one confirmed contact message.
Questions about this workflow
Will it create contacts from uncertain details?
Tell Notis to create a contact only when the DM includes enough confirmed information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Dovetail. A trigger fires from one place; an action lands in another.
Slackbot 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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'."
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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."
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slackbot and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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