Connect investor research notes to the right contact
Create a Dovetail contact from the details supplied in an Affinity update, so follow-up research has a clear person to reference.
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
Research interactions are harder to find and connect when the person discussed in a deal update has no Dovetail contact record.
- Make relevant investors findable in the research workspace.
- Reduce repeated contact entry before logging interactions.
- Use only the contact details included in the update.
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 create a Dovetail contact for a relevant investor named in an incoming Affinity update, using only supplied contact details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real update containing a contact and verify the Dovetail record.
Questions about this workflow
Does this workflow create a research note too?
No. It creates a contact. Use a separate workflow to capture an interaction or research data.
What if the update does not contain an email address?
Notis should use only the provided details and omit unavailable fields rather than inventing contact information.
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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