Keep research participant contacts connected to WhatsApp feedback
Create a contact record when a new participant starts a WhatsApp conversation, so their feedback has a place to live.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Participant details can stay buried in chat history, making it harder to connect later feedback to the right person.
- Keep participant records in the research workspace
- Reduce manual contact setup
- Use available sender details consistently
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to check available Dovetail contacts for the inbound sender and create a contact only when there is enough identifying information and no matching contact is found.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real inbound message and verify the contact details created in Dovetail.
Questions about this workflow
Can Notis identify a person if WhatsApp provides only a phone number?
Notis can use details supplied by WhatsApp. If a useful name or other identifying information is unavailable, the instruction should avoid creating an incomplete contact.
Will the automation create duplicate contacts?
Instruct Notis to check the available contact list before creating a new contact. Matching accuracy depends on the identifying information available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Dovetail. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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'."
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp 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.