Register research contacts from Trello cards
Keep people connected to the work and evidence where they first appear.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Names and contact context are scattered across task cards and difficult to reuse.
- Reduces duplicate entry
- Improves participant tracking
- Preserves contact context
Setup
Build it in a few focused steps.
- 1Connect Trello and Dovetail once.
- 2Create an automation that creates contacts only when a card clearly identifies a person.
- 3Pick the Trello New Card trigger.
- 4Choose report delivery and test with one card containing a contact.
Questions about this workflow
Will it create contacts from every name?
Tell Notis to require clear person and contact details and skip ambiguous names.
Can it avoid duplicates?
Ask Notis to check existing Dovetail contacts before creating a new one.
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
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No card. Works with personal or business Dovetail.