Match Typeform respondents to Dovetail contacts
Know whether a new response comes from someone your team already understands.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Contacts
Tool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
Why this helps
Teams create duplicate participant records because form identity and research identity are disconnected.
- Reduces duplicate records
- Adds participant history
- Improves follow-up decisions
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 list Dovetail contacts and identify any match for each respondent.
- 4Pick the Typeform New Form Response trigger.
- 5Choose a report channel and test with one real submission.
Questions about this workflow
What identifiers can be compared?
Use identifiers present in the response, such as name or email, and state the matching rules.
Will unmatched people be created?
Not with this workflow. It reports matches; use a separate contact creation instruction if needed.
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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