Updated March 10, 20193 minute read

Dovetail Zapier App reference

See what sort of things you can do with our Zapier integration.

In this article

Zapier lets you connect apps together and move data around using automated workflows called Zaps. Our Zapier integration has one Trigger and one Action to help you move data between Dovetail and other apps you use.


Add data to Dovetail with a Zapier Action

Actions help you get data into Dovetail from other apps. For example, using an Action, you could create notes from SurveyMonkey responses, save Twitter mentions as notes, or create notes from new Jira issues. Dovetail’s Zapier App has the following Action:

Create Note

Creates a new note in a Dovetail project.

Input field Type Description
Project UUID (selected in menu) Project where the note should be created. Required.
Group UUID (selected in menu) Group where the note should be created. The note will be created in the first group if a group is not set.
Title Plain text The title of the note. Title will be ‘Untitled note’ if a title is not set.
Content Plain text or HTML The HTML content of the note. Content will be empty if the content is not set.
Analyze sentiment Boolean Whether to automatically tag sentences in the content with ‘Positive’ or ‘Negative’. Default is off.
Append content if note exists Boolean Whether to append new content to the end if a note already exists with this title. Default is off.

Any fields that have been added to notes will also be available as options to populate when creating a new note.


Send data from Dovetail with a Zapier Trigger

Triggers help you get data out of Dovetail and into other apps. For example, using a Trigger, you could post new published insights to a Slack room, save them in Trello, or embed them in a Confluence page. Dovetail’s Zapier App has the following Trigger:

New Insight

Triggers when a new insight is published.

Response field Type Description
Abstract Plain text The first 200 characters of the insight content. Can be empty or null.
Cover image URL The URL for the cover image, if the cover image is set. Can be null.
Created Date The date the insight was created.
ID UUID The unique ID of the insight.
Presentation URL URL A direct URL to the presentation mode of the insight.
Project Plain text The title of the project or ‘Untitled project’ if not set.
Published Boolean Whether the insight is published or not.
Title Plain text The title of the insight or ‘Untitled insight’ if not set.
URL URL A direct URL to the insight.

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