Turn submitted WhatsApp research into a Dovetail insight
Send a prepared research summary to a Notis webhook and ask Notis to store a concise insight in Dovetail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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'."
Why this helps
Research assembled from WhatsApp conversations may sit in notes or internal tools instead of the workspace where findings are reviewed.
- Route prepared research into Dovetail
- Keep insight creation tied to supplied evidence
- Reduce manual re-entry of summarized findings
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 turn the submitted WhatsApp research and supporting evidence into a concise Dovetail insight, and state when the submission lacks enough context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real prepared research example to the webhook and review the resulting insight in Dovetail.
Questions about this workflow
Does the webhook read WhatsApp conversations by itself?
No. The webhook starts the automation with the information submitted to it. Include the research context you want Notis to analyze.
Can this combine multiple conversations?
Yes, if the submitted request includes the relevant conversation evidence and asks Notis to synthesize it.
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
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