Dovetail Help & Support

Supported Triggers#

• New Insight - Triggers when a new insight is published.

Supported Searches#

• None yet!

Supported Actions#

• Create Note - Creates a new note in a Dovetail project.

How to Get Started with Dovetail on Zapier#

To get started with Dovetail on Zapier, first you will need to click to connect your Dovetail account to use with your Zap

You'll now be asked to log into your Dovetail account (unless you are already logged in)

Finally, you will be asked to give Zapier permission to access your account. Click “Approve” to continue.

If all steps were successful your Dovetail account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!