Log customer feedback work in Dovetail
Keep customer signals attached to the research record instead of leaving them in task comments.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Feedback follow-up is tracked in Todoist, but the signal is hard to compare with other customer evidence.
- Makes customer signals easier to compare
- Preserves source context
- Reduces duplicate note taking
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail through Notis.
- 2Create an automation for customer feedback capture.
- 3Tell Notis to create a Dovetail data point from each qualifying task and include the customer context supplied with it.
- 4Select Todoist New Task Created and choose a report destination.
- 5Test with one real feedback task.
Questions about this workflow
Can personal details be omitted?
Yes. Instruct Notis to exclude sensitive details and retain only the research content needed for analysis.
Can this use a specific channel?
Yes. Name the Dovetail channel in the instruction, or ask Notis to report when it is not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dovetail. A trigger fires from one place; an action lands in another.
Todoist 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
Trigger when a new task is added to Todoist.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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'."
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.
Todoist and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.