Dovetail + Pendo

Create insights in Dovetail when new accounts appear in Pendo reports

Easily stay informed about account activities in Pendo by automatically creating insights in Dovetail. With this workflow, whenever an account in the report is updated in Pendo, a new insight will be added to a selected project in Dovetail. Simplify your data analysis process and ensure that crucial information from Pendo is seamlessly sent to Dovetail for further examination.

When this happens...
Account in Report
Triggers when an account matches a segment specified in a report.
TriggerPolling
automatically do this!
Add Insight to Project
Adds an insight to an existing project.
ActionWrite

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Supported triggers and actions

- Account ReportRequired
Trigger
Polling
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- Project
Trigger
Polling
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Updated Project
Triggers when a project is updated.
Trigger
Polling
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- ProjectRequired
- Title
- Content
- Published
- Append content if insight exists
Action
Write
- Name
Action
Write

- Report IDRequired
Trigger
Polling
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New Project
Triggers when a new project is created
Trigger
Polling
Try It
- ChannelRequired
- TextRequired
- TimestampRequired
- Source Title
- Source URL
- Custom fields
Action
Write
- ProjectRequired
- Title
- Content
- Append content if data exists
Action
Write