Remove an identified investor contact from research
Use a clear, authorized removal request to take the matching contact out of active Dovetail research records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Note
Why this helps
A contact that should no longer appear in active research can remain available if a removal request is not carried through.
- Carry an explicit removal request to the research workspace.
- Require a confirmed record identifier before deletion.
- Keep the change limited to the contact specified.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to delete a Dovetail contact only when an authorized Affinity update requests removal and provides the exact contact ID.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one approved request and verify the exact contact identifier before the action runs.
Questions about this workflow
Can it delete a contact based on a name alone?
No. Require the exact Dovetail contact ID so a similarly named person is not removed.
Can the contact be restored?
The listed delete actions move records to trash. Confirm the Dovetail retention behavior in the workspace before routine use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dovetail. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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