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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.
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.
Connect Zapier to Dovetail
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.
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.
Create Insight
Creates a new insight in a Dovetail project.
| Input field | Type | Description |
|---|---|---|
| Project | UUID (selected in menu) | Project where the insight should be created. Required. |
| Title | Plain text | The title of the insight. Title will be ‘Untitled insight’ if a title is not set. |
| Content | Plain text or HTML | The HTML content of the insight. Content will be empty if the content is not set. |
| Append content if insight exists | Boolean | Whether to append new content to the end if a insight already exists with this title. Default is false. |
| Custom fields | Variable | Your custom insight fields. |
Create Note
Creates a new note in a Dovetail project.
| Input field | Type | Description |
|---|---|---|
| Project | UUID (selected in menu) | Project where the note should be created. Required. |
| Title | Plain text | The title of the note. Title will be ‘Untitled note’ if a title is not set. |
| Content | Plain text or HTML | The HTML content of the note. Content will be empty if the content is not set. |
| Analyze sentiment | Boolean | Whether to automatically tag sentences in the content with ‘Positive’ or ‘Negative’. Default is false. |
| Append content if note exists | Boolean | Whether to append new content to the end if a note already exists with this title. Default is false. |
| Custom fields | Variable | Your custom note fields. |
Create Person
Creates a new person in Dovetail.
| Input field | Type | Description |
|---|---|---|
| Name | Plain text | The name or pseudonym of the person. |
| Custom fields | Variable | Your custom person fields. |
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.
New Insight
Triggers when a new insight is published.
| Response field | Type | Description |
|---|---|---|
| Abstract | Plain text | The first 200 characters of the insight content. Can be empty or null. |
| Cover image | URL | The URL for the cover image, if the cover image is set. Can be null. |
| Created | Date | The date the insight was created. |
| ID | UUID | The unique ID of the insight. |
| Presentation URL | URL | A direct URL to the presentation mode of the insight. |
| Project | Plain text | The title of the project, or ‘Untitled project’ if not set. |
| Published | Boolean | Whether the insight is published or not. |
| Title | Plain text | The title of the insight, or ‘Untitled insight’ if not set. |
| URL | URL | A direct URL to the insight. |
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 and event. 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.
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.
FAQs
How do I get my data to import into specific groups on a board?
Use a select field in your Zap to automatically apply data, then group your corresponding note board by that select field.
First, make sure your note board is set up correctly in Dovetail. Check the Group by setting located in the top right, and ensure the correct field is selected. The values for that field will be shown as groups on that board and displayed as options in Zapier.
In Zapier, open the Zap you want to edit, click on the Action section, and click on Set up action.
Remember the field you used to group your note board by? Scroll down until you see that field. Then, choose one of your pre-defined values or type in a new value. The value you select will be the group that the note appears in when Dovetail creates it automatically.
How do I get my data to import to a specific view within a project?
Make sure you’re adding the right field information in your Zap action so that your data isn’t hidden by any filters applied to your view. To do this:
First, look at the view to which you want to import your data. Check the Filter setting in the top right, and note down any conditions you’ve applied.
In Zapier, open the Zap you want to edit, click on the Action section, and click on Set up action Scroll down until you see the field sections. These start with “Field:” and map to your fields in Dovetail.
Update the fields so that the filter conditions you applied to your view are all true.
I'm receiving a 'Not authenticated'/ 'Unauthorized' error when trying to connect Zapier.
Sometimes during the course of setting up your Zap, or afterwards, while it’s running, you might get an error that includes words such as Unauthorized or Not authenticated.
When you get one of these errors, it could mean that our Zapier integration doesn’t have permission to access to your data in Dovetail. This can usually be fixed by reconnecting your Dovetail account to Zapier:
Click your profile photo in the top right of the screen.
Click Account.
Click Integrations in the left side bar.
If already connected to Zapier, click Disconnect.
Then click Set up Zapier.
Alternatively, within Zapier you can go to your connected accounts page. Find your connected Dovetail account and click Reconnect.
I'm having issues getting my zaps to work successfully. Is there anything I can do to troubleshoot this?
Zapier’s support team has published several comprehensive step-by-step guides for troubleshooting Zaps:
Zapier also has a helpful dedicated support team that operates seven days week (they typically reply within a day). They can assist with answering questions regarding creating and managing Zaps, and can help to properly diagnose issues with your Zaps.
Contact Zapier for support on through their website.
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