Add Typeform respondents to Dovetail
Keep the person behind each answer visible in your research system.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Feedback loses context when respondent details stay separated from research records.
- Maintains respondent context
- Speeds up participant registration
- Supports follow-up research
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dovetail in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to create a Dovetail contact from each response and avoid duplicates when possible.
- 4Pick the Typeform New Form Response trigger.
- 5Choose a report channel and test with one real submission.
Questions about this workflow
What if the contact already exists?
Tell Notis how to identify an existing contact and what to do when it finds one.
Can private respondent fields be excluded?
Yes. Specify which response details should not be stored.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dovetail. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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