Connect apps with Zapier

Dovetail Zapier App reference

Analysis + Repository only

This feature is only available on our Analysis + Repository plan. Check out our pricing page for more information about Analysis + Repository.

Pricing page

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

Actions

Actions help you get data into Dovetail from other apps. For example, you could create notes from SurveyMonkey responses, connect an NPS tool like Delighted or AskNicely and create a note for each NPS response, or add people via a Google Form.

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	Plan 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 false.
Append content if note exists	Boolean	Whether to append new content to the end if a note already exists with this title. Default is false.
Custom fields	Variable	Your custom note fields.

Create Person

Creates a new person in Dovetail.

Input field	Type	Description
Name	Plain text	The name or pseudonym of the person.
Custom fields	Variable	Your custom person fields.

Triggers

Triggers help you get data out of Dovetail and into other apps. For example, you could post published insights to a Slack room, save them in Trello, or add them to an Airtable database.

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.