Keep your Dovetail contact list clean
Add new customers without creating a second record for people you already know.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Duplicate contacts fragment research history and make customer context harder to trust.
- Reduces duplicate records
- Protects research continuity
- Improves contact confidence
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dovetail once in Notis.
- 2Create an automation named New User Contact Dedup.
- 3Tell Notis to compare the new Zendesk user with available Dovetail contacts and create one only when no likely match exists.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one user that may already exist.
Questions about this workflow
What makes a likely match?
Specify the identifiers you trust, such as supplied email or name, and ask Notis to flag ambiguous matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dovetail. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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