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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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Add Doc to Project

Adds a doc to an existing project.

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Add Data to Project

Adds data to an existing project.

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Create Person

Creates a new person in Dovetail.

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Zapier triggers

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

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New Published Insight (Deprecated)

Triggers when a new doc is published. This trigger is deprecated — it still works for existing Zaps, but we don’t recommend building new ones on it.

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New Project / Updated Project

Trigger when a project is created, or when an existing project is updated.

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Add Data Point to Channel

Send a single piece of feedback into a channel — a support ticket, a review, or an NPS response — from any app Zapier connects to.

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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 Project is created in Dovetail. As data and docs are housed in projects, select a specific project for the trigger event, or leave the project field blank for this Zap to trigger on 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 published doc into a specific Slack channel. This will create a message with a direct link to your doc.