Keep research records aligned with corrected deal details
When an Affinity update corrects a relevant detail, revise the matching Dovetail data item without losing the source context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Data
Updates an existing data item’s title or fields.
Why this helps
A corrected deal detail can leave research records inconsistent if the change is not carried across.
- Propagate confirmed corrections into research data.
- Reduce inconsistencies between deal context and research records.
- Avoid editing a record when its identity is uncertain.
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 an existing Dovetail data item only when the incoming Affinity correction identifies the matching item unambiguously, and preserve other fields.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real correction and verify the intended item and changed fields.
Questions about this workflow
What if there are several possible matching items?
The automation should not guess. Include an unambiguous Dovetail identifier in the request or have the correction reviewed before updating.
Which fields can this action change?
The listed action supports updating a data item's title or fields. The workflow should change only details confirmed by the update.
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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