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.
The first thing is to create a Zapier account if you don’t have one already. Get started with a free account at zapier.com, then click Make a Zap! in the top right corner to get started creating your first Zap.
You’ll need to choose the Trigger App for your integration. This is the app you’d like to connect to Dovetail, and where the data will be coming from. For example Twitter, Typeform, Intercom, Google Sheets, Rev, Slack etc.
For this setup guide, we’re going to choose Email by Zapier. This Trigger App built by Zapier gives us a unique email address, and once we’re finished setting up the Zap, anything sent there will be saved as notes in Dovetail.
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. This is just an example – the available triggers will depend on the app you chose.
After you’ve configured the trigger, the next step is to choose the Action App and authorize Dovetail. Search for Dovetail in the dropdown, click Connect an Account, and then click Approve Zapier in the popup window that appears.
Test the connection, then click Save + Continue to move on.
Now that we’ve picked a Trigger App and authorized Zapier to create content in Dovetail, 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.
Watch this video walkthrough, or read the instructions below.
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.
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:
After that, we need to set the note content. This will be the actual content of the note in Dovetail. In our case, we’re going insert the body fields from the inbound email in the trigger.
We’ve also created a field called Email that we’re going to populate with the from value from the inbound email in the trigger.
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.
Once you’ve configured your template, you can test your Zap to see if it works, and if everything went okay, you should see your note created in Dovetail!
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.
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.
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