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Airtable
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Airtable
1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Airtable.

Add your action

An action happens after the trigger—such as "Add Data Point to Channel" in Dovetail.

You’re connected!

Zapier seamlessly connects Airtable and Dovetail, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Base
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    • Table
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    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • Base
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    • Table
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    Action
    Write
    • Base
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    • Table
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    • Help Text
    • Primary lookup field
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    • Secondary lookup field
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Help Text
    • Base
      Required
    • Table
      Required
    • Last modified time column
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • CacheCopy
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
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    • Record
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    Action
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    • Stop on error
      Required
    • HTTP Method
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    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Connect Airtable and Dovetail to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Learn how to automate Airtable on the Zapier blog

Make work flow with AI

Level up your Airtable to Dovetail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Airtable + Dovetail integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Dovetail

How can I set up a trigger in Airtable to automatically update or create records in Dovetail?

To set up a trigger in Airtable that updates or creates records in Dovetail, start by defining the specific action you want in our integration platform. Identify the Airtable table and fields you want to monitor. Then, set the trigger event like 'New Record' or 'Record Update'. Map these fields to the corresponding fields in Dovetail, and choose the respective action: either ‘Create Item’ or ‘Update Item’.

What kind of data can be shared between Airtable and Dovetail?

When integrating Airtable with Dovetail, a variety of data can be shared, including text fields, attachments, and category selections. The integration allows for rich text formatting from notes and descriptions as well as supporting multi-select fields to accurately capture your required data.

Is it possible to sync tags from Dovetail back to Airtable automatically?

Yes, it is possible. We support bi-directional syncing where tags created on items in Dovetail can automatically be updated back in your specified Airtable table. This requires setting up two separate integrations: one from Airtable to create/update records in Dovetail and another one vice versa.

Can I use conditions while transferring data between Airtable and Dovetail?

Absolutely! Conditions can be defined within your workflows during setup. For example, only synchronize records if they match certain criteria or contain particular values — this ensures that only relevant data is transferred between Airtable and Dovetail.

How often does the integration update information between applications?

The integration updates information almost instantaneously when triggers are activated. However, frequency may depend on configured tasks and any specified delay settings implemented within our platform for batch-processing options.

What troubleshooting steps should I take if my integration isn't working as expected?

If your integration isn’t functioning correctly, verify all field mappings between both platforms are accurate. Ensure that triggers are correctly set up, check user permissions on both ends, and review logs via our dashboard providing insight into any errors that were encountered.

Are there any limitations when syncing large datasets from Airtable to Dovetail?

We recommend testing with smaller datasets first due to limitations linked with API rate limits which could affect performance on larger workloads. Consider breaking down tasks into manageable sizes so each request remains below any imposed thresholds which ensures successful sync processes.

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About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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About Dovetail
Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.
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