Keep investor research contacts accurate
Carry a verified name, email, or custom-field correction into the matching Dovetail contact when the update identifies that person clearly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Contact
Updates an existing contact’s name, email, or custom fields.
Why this helps
Outdated contact details can make research history harder to connect and follow-up information less reliable.
- Apply verified contact corrections to research records.
- Keep contact updates tied to a clear identity.
- Avoid overwriting details based on an uncertain match.
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 update the Dovetail contact explicitly identified by an incoming Affinity correction, using only verified replacement details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real correction and verify the matching person and updated details.
Questions about this workflow
What if the person could match more than one contact?
The automation should not update until the correct contact is unambiguous. Include a reliable identifier in the request.
Which contact details can change?
The listed action supports name, email, and custom fields. Use only verified values supplied by the correction.
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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