Keep contact check notes beside your research
Turn a completed contact check into a short Dovetail note that preserves what was checked and what came back.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Email, phone, and address checks are easy to forget when their results are buried in a separate tool.
- Capture email, phone, or address verification results in one note.
- Keep the relevant participant or research context with the check.
- Reduce the need to repeat a check because its outcome was misplaced.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dovetail once in Notis.
- 2Create an automation for contact verification notes.
- 3Tell Notis to create a Dovetail note from the Addressfinder results and context supplied in each request.
- 4Select the webhook trigger and where run reports should go.
- 5Test with one real email, phone, or address check and review the note.
Questions about this workflow
Which contact details can it record?
It can record details and outcomes provided by the request and Addressfinder, including email, phone, and address checks.
Can it create or update a Dovetail contact too?
This workflow creates a note. Contact creation or updates require a separate automation using the corresponding Dovetail action.
What if the request has no research context?
The automation should record only the available verification details and flag missing context in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Dovetail. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Addressfinder and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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