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Overview of our Zapier app

2 minute read
Last updated May 21, 2018

Zapier lets you connect apps together and move data around using automated workflows. Our Zapier integration has three Actions and five Triggers to help you move data between Dovetail and the other apps you use, in both directions.

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.

Created an automated workflow with Actions →

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.

Created an automated workflow with Triggers →

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