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Dovetail Zapier app reference

Last updated January 21, 20191 minute read

Zapier lets you connect apps together and move data around using automated workflows called Zaps. Our Zapier integration has five Triggers and three Actions to help you move data between Dovetail and other apps you use.

Actions

Created an automated workflow with Actions

Actions help you get data into Dovetail from other apps. For example, using a Dovetail Action, you could create notes from SurveyMonkey responses, save Twitter mentions as notes, or create insights from new Jira issues.

Dovetail supports the following Zapier Actions:

Trigger Description
New Note Creates a new note in a Dovetail project.
New Tag Creates a new tag in a Dovetail project.
New Insight Creates a new insight in a Dovetail project.

Triggers

Created an automated workflow with Triggers

Triggers help you get data out of Dovetail and into other apps. For example, using a Dovetail Trigger, you could backup highlights to Google Sheets, create new cards in Trello for new notes, or post new insights to a Slack room.

Dovetail supports the following Zapier Triggers:

Trigger Description
New Note Triggers when a new note is created in a project.
New Tag Triggers when a new tag is created in a project.
New Insight Triggers when a new insight is created in a project.
New Highlight With Any Tag Triggers when a new highlight is created with any tag in a project.
New Highlight With Any Insight Triggers when a new highlight is created with any insight in a project.
Table of contentsActionsTriggers