Bring Dovetail notes into Typeform review
Give each response the context of prior interviews and research notes.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Notes
Tool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
Why this helps
New feedback is reviewed without the notes that explain what the team already learned.
- Connects feedback to prior notes
- Improves research continuity
- Reduces repeated reading
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 relevant Dovetail notes for each response and summarize the useful context.
- 4Pick the Typeform New Form Response trigger.
- 5Choose a report channel and test with one real submission.
Questions about this workflow
Can the note search be narrowed?
Yes. Tell Notis to focus on a product area, audience, or phrase from the response.
Will notes be changed?
No. The List Notes action only retrieves existing notes.
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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