Zapier Pn

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Overview

Dovetail has partnered with Zapier to enable you to connect the other tools you use, like Slack, Intercom, and Google Forms to your Dovetail account. Using our integration with Zapier, you can connect your Dovetail account to your Zapier account to unlock powerful workflows and automations with the thousands of apps on Zapier’s platform.

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How it works

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. Zapier allows you to design workflows based on triggers and actions that happen in Dovetail and other apps and tools. For example, if you receive a new survey response in Google Form, this can be used to automatically create a New note within a project. This note will contain all text content from the survey response. Zapier has thousands of apps, so check out their directory and search for the apps you use.

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Set up Zapier integration

You can connect your Zapier account to your Dovetail account under Integrations in ⚙️ Settings. From there, you will be directed to Zapier’s website to connect and Authorize access to create content in Dovetail. If you do not have an existing Zapier account, visit Zapier’s website for more information.

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Zapier 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.

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Create Insight

Creates a new insight in a Dovetail project.
Input fieldTypeDescription
ProjectUUID (selected in menu)Project where the insight should be created. Required.
TitlePlain textThe title of the insight. Title will be ‘Untitled insight’ if a title is not set.
ContentPlain text or HTMLThe HTML content of the insight. Content will be empty if the content is not set.
Append content if insight existsBooleanWhether to append new content to the end if a insight already exists with this title. Default is false.
Custom fieldsVariableYour custom insight fields.

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Create Note

Creates a new note in a Dovetail project.
Input fieldTypeDescription
ProjectUUID (selected in menu)Project where the note should be created. Required.
TitlePlain textThe title of the note. Title will be ‘Untitled note’ if a title is not set.
ContentPlain 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.

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Create Person

Creates a new person in Dovetail.
Input fieldTypeDescription
NamePlain textThe name or pseudonym of the person.
Custom fieldsVariableYour custom person fields.

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Zapier 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.

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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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Import data into Dovetail

To import data into a project, start by creating a Zap within your Zapier account. In this Zap, select the Trigger app and event. This is the app where the data will be coming from and what needs to occur in this app first. For example, you could select app Google Forms and event New Form Response. From there, you will be directed to set the Action app andevent . This is where you determine what you want create your data as in Dovetail. Depending on the Trigger app selected, actions you can choose are Create note, Create insight or Create person. For example, for our New Form Response, we will select Create Note as our Action event. The note/s that we’ll create will also need to be housed within a project, require a title and content. Insert this data directly from Google Forms by selecting options from the dropdown menu. Once you’ve completed set up, test your Zap to ensure it is successful before turning on.

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Export data from Dovetail

To export data from Dovetail, select Dovetail as the Trigger app and select an event. For example, when a New Insight is created in Dovetail. As notes and insights are housed in projects, select a specific project for the trigger event, or leave the project field blank for this Zap to trigger when a new insight is published in any project. Once you’ve finished setting up the trigger, select your Action App and event. This is the app where you want your Dovetail data to go. The Action events available will depend on the specific app selected. For example, you could push a New insight into a specific Slack channel. This will create a message with a direct link to your insight.