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Add data to Dovetail with Actions

4 minute read
Last updated May 21, 2018

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

Get started with Zapier

The first thing is to create a Zapier account if you don’t have one already. Sign up for free at zapier.com, then click Make a Zap! in the top right corner to get started:

Screenshot of Zapier’s user dashboard

Choose your Trigger App

Next, you’ll need to choose the Trigger App for your integration. This is the app you’d like to connect to Dovetail, for example Twitter, Typeform, Intercom, Google Sheets, etc.

In this example, we’re going to choose Email by Zapier. This Trigger App gives us a unique email address, and anything sent there will be saved as notes in Dovetail.

Screenshot of Zapier’s Zap creation wizard

You’ll need to choose the ‘trigger’ for the app. This is the event that happens to trigger the integration. In our case, the trigger will be ‘New inbound email’.

Authorize the Dovetail Action App

After you’ve configured the trigger, the next step is to choose the Action App and authorize Dovetail. You only have to authorize Dovetail once.

This time, search for Dovetail in the dropdown:

Screenshot of Zapier’s Zap creation wizard

Now authorize Zapier to be able to create notes as you in Dovetail. Click Connect an Account and then click Approve in the popup window that appears:

Screenshot of Zapier’s Zap creation wizard

Screenshot of Dovetail’s authorization dialog

Test the connection, then click Save + Continue to move on:

Screenshot of Zapier’s Zap creation wizard

Create your Zap Template

Now that we’ve authorized Zapier, we need to configure the Zap Template. This is where you can decide how you want your inbound data to look in Dovetail. In our case, the inbound data is an email sent to our Zapier email address.

First, we need to choose what project we’d like to add notes to. In this example, we’re going to choose a project called ‘Mobile feedback’:

Screenshot of Zapier’s Zap creation wizard

Next, we need to set the title for notes created with this zap. You can put whatever you like in this field. In our case, we’ve put the word ‘Email’, then a hyphen, followed by the subject line of the inbound email:

Screenshot of Zapier’s Zap creation wizard

After that, we need to set the note body. This will be the actual content of the note. This field can contain HTML – so you could create headings, paragraphs, lists, and links.

In our case, we’re going to put in a couple of paragraphs with <p> tags, and insert the from and body fields from the inbound email:

Screenshot of Zapier’s Zap creation wizard

Lastly, we can choose to enable automatic sentiment analysis for the content in the body. If this is set to yes, Dovetail will automatically add the tags ‘Positive’ or ‘Negative’ when it detects positive or negative sentiment:

Screenshot of Zapier’s Zap creation wizard

Test your Zap

Once you’ve configured your template, you can test your Zap to see if it works:

Screenshot of Zapier’s Zap creation wizard

If everything went okay, you should see your note created in Dovetail:

Screenshot of a Dovetail note

Having problems?

Contact us and we’ll be happy to help.

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