Connect apps with Zapier

Connect apps to Dovetail with ZapierImport data with a Zapier Action Export data with a Zapier TriggerDovetail Zapier App reference
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Dovetail Zapier App reference

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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 fieldTypeDescription
ProjectUUID (selected in menu)Project where the note should be created. Required.
GroupUUID (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.
TitlePlain textThe title of the note. Title will be ‘Untitled note’ if a title is not set.
ContentPlan text or HTMLThe HTML content of the note. Content will be empty if the content is not set.
Analyze sentimentBooleanWhether to automatically tag sentences in the content with ‘Positive’ or ‘Negative’. Default is false.
Append content if note existsBooleanWhether to append new content to the end if a note already exists with this title. Default is false.
Custom fieldsVariableYour custom note fields.

Create Person

Creates a new person in Dovetail.

Input fieldTypeDescription
NamePlain textThe name or pseudonym of the person.
Custom fieldsVariableYour 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 fieldTypeDescription
AbstractPlain textThe first 200 characters of the insight content. Can be empty or null.
Cover imageURLThe URL for the cover image, if the cover image is set. Can be null.
CreatedDateThe date the insight was created.
IDUUIDThe unique ID of the insight.
Presentation URLURLA direct URL to the presentation mode of the insight.
ProjectPlain textThe title of the project, or ‘Untitled project’ if not set.
PublishedBooleanWhether the insight is published or not.
TitlePlain textThe title of the insight, or ‘Untitled insight’ if not set.
URLURLA direct URL to the insight.

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Authors

Kai Forsyth

Revenue Operations Lead

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Last updated 2 February 2021
1 min read

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