Dovetail Triggers and Actions
Below is a list of triggers and actions available on Dovetail via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
New Project
Triggers when a new project is created.
Updated Project
Triggers when a project is updated.
New Insight
Triggers when a new insight is published.
and more triggers
Dovetail doesn't offer (yet) any Trigger on Zapier.
Actions
Create Note
Creates a new note in a Dovetail project.
Create Data Point
Creates a data point in a Dovetail channel.
Create Person
Creates a new person in Dovetail.
Create Insight
Creates a new insight in a Dovetail project.
and more actions
Dovetail doesn't offer (yet) any Action on Zapier.