Make partner changes easier to understand and follow up
Keep the source facts and the questions they raise in one place.
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
Partner changes can prompt rushed conclusions when teams do not record what was confirmed and what still needs investigation.
- Record partner changes with source context.
- Separate implications from confirmed facts.
- Make investigation questions visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a Dovetail note for supplied Adtraction partner changes, separating confirmed details, possible implications, and questions to verify.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real partner change and check that interpretation is clearly distinguished from fact.
Questions about this workflow
Can Notis determine the impact of a partner change?
It can outline possible implications based on supplied context, but should label them as unconfirmed unless the evidence establishes them.
Can this use prior partner terms?
Only if prior terms are available to the run. Supply them when comparison is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dovetail. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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