Keep onboarding feedback ready for research
Turn customer onboarding feedback into organized Dovetail research without stopping to copy it over.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Feedback can arrive while you are focused on onboarding, then disappear under the next task before you can organize it.
- Capture onboarding feedback while it is still fresh.
- Reduce manual copying between tools.
- Make feedback easier to find during research reviews.
Setup
Build it in a few focused steps.
- 1Connect Onepage and Dovetail to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally for this workflow.
- 3Use one plain-language instruction to capture new Onepage onboarding feedback as a classified Dovetail data point.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real onboarding feedback example and check the resulting Dovetail data point.
Questions about this workflow
What starts this workflow?
A Notis incoming webhook starts it when your connected Onepage setup or custom backend sends new onboarding feedback.
Do I need to map fields?
No. Describe the capture outcome in the automation prompt, and Notis interprets the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Onepage to Dovetail. A trigger fires from one place; an action lands in another.
Onepage 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.
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.
Onepage and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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