Create research contacts with checked details
Use a completed Addressfinder check to help register a research contact in Dovetail, with unclear or incomplete records flagged for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Creating research contacts from unchecked or incomplete details can leave teams with unreliable records.
- Check provided details before registering a contact.
- Keep incomplete or uncertain contact information from being treated as verified.
- Reduce manual copying between contact checks and research records.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dovetail once in Notis.
- 2Create an automation for registering checked research contacts.
- 3Instruct Notis to verify supplied details and create a contact only when the required information is clear.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one valid record and one incomplete record, then review the outcomes.
Questions about this workflow
Will it create a contact when verification is uncertain?
The instruction should require a clear outcome and sufficient details before creating a contact, and report uncertain cases for review.
Can it prevent duplicate contacts?
Ask Notis to check available Dovetail contacts before creating a new one. A duplicate check depends on the contacts and identifiers accessible to the connected account.
Does this workflow add a research note?
No. It creates a Dovetail contact. Use a separate note or data workflow if you also need to store verification context.
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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