Dovetail has partnered with Zapier to enable you to connect the other tools you use, like Slack, Intercom, and Google Forms to your Dovetail account. Using our integration with Zapier, you can connect your Dovetail account to your Zapier account to unlock powerful workflows and automations with the thousands of apps on Zapier’s platform.
To understand more about how Zapier works, watch this short 60 second video:
Signing up for Zapier
If you don’t already have a Zapier account, you can get started for free at zapier.com. Once you’ve signed up, click Make a Zap! to get started creating your first Zap.
Our integration with Zapier
Zapier allows you to design workflows based on triggers and actions that happen in other apps and tools. For example, if you receive a new survey response in Survey Monkey, this can be used to create a new note in Dovetail with the content of the note immediately after you receive it.
The Dovetail Zapier integration has one Trigger and one Action to help you move data between Dovetail and other apps you use. More documentation is available on Dovetail Zapier App reference.
There is also detailed documentation for importing and exporting data using Zapier Triggers and Actions:
There is so much diversity in the tools and applications used by researchers and their organizations. Instead of building a small number of first-party integrations ourselves, our partnership with Zapier enables Dovetail to be integrated with thousands of tools and applications. This means that Dovetail can be connected to more of the tools that your organization already uses.
Contacting Zapier support
Zapier has a helpful dedicated support team that operates seven days week (they typically reply within a day). They can assist with answering questions regarding creating and managing Zaps, and can help to properly diagnose issues with your Zaps.