Match new boards to Dovetail projects
Start each initiative with the right research context already visible.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
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 boards often duplicate or disconnect from existing Dovetail projects.
- Prevents duplicate projects
- Improves alignment
- Speeds project setup
Setup
Build it in a few focused steps.
- 1Connect Trello and Dovetail in the Notis portal.
- 2Create an automation that lists potentially matching Dovetail projects for each new board.
- 3Select the Trello New Board trigger.
- 4Choose report delivery and test with a real board.
Questions about this workflow
Does it automatically choose a project?
No. It reports relevant projects so you can confirm the correct research home.
Can it search by board description?
Yes. Ask Notis to use the board name and description when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dovetail. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
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'."
New Board Trigger
Triggered when a board is created in the specified workspace
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.