Turn investor deal updates into usable research
Send a deal update to Notis and keep investor context, needs, and unanswered questions together in Dovetail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
Investor context scattered across deal notes is easy to lose when it is time to compare conversations or prepare follow-up.
- Preserve investor context alongside research data.
- Surface unanswered questions for the next conversation.
- Reduce manual copying between deal tracking and research.
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 turn each incoming Affinity deal update into a Dovetail project data item with the investor context, stated needs, and open questions.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real deal update and review the resulting Dovetail item.
Questions about this workflow
Does Affinity start this automatically?
Affinity has no listed trigger event here. An HTTP request to the Notis webhook starts this workflow.
What does Notis put in Dovetail?
Notis can interpret the incoming deal update and save its available details as a Dovetail data item. Any additional context must be included in the request.
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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