Popular ways to use Dovetail workflows

• Create Dovetail notes for new Typeform entries

  

  by Zapier

  Zapier

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  Typeform, Dovetail

  Typeform + Dovetail

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  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Note

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  Create Dovetail notes for new Typeform entries

  

  by Zapier

  Zapier

  Create Dovetail notes for new Typeform entries

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  • 
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  Typeform, Dovetail

  Typeform + Dovetail

• Save new forwarded emails as Dovetail notes

  

  by Zapier

  Zapier

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  Email by Zapier, Dovetail

  Email by Zapier + Dovetail

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  1. 

     When this happens

     Step 1: New Inbound Email

  2. 

     Then do this

     Step 2: Create Note

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  Save new forwarded emails as Dovetail notes

  

  by Zapier

  Zapier

  Save new forwarded emails as Dovetail notes

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  Email by Zapier, Dovetail

  Email by Zapier + Dovetail

• Create Dovetail notes for new Google Sheets rows

  

  by Zapier

  Zapier

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  Google Sheets, Dovetail

  Google Sheets + Dovetail

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     When this happens

     Step 1: New or Updated Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Note

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  Create Dovetail notes for new Google Sheets rows

  

  by Zapier

  Zapier

  Create Dovetail notes for new Google Sheets rows

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  Google Sheets, Dovetail

  Google Sheets + Dovetail

• Create Dovetail notes for Intercom conversations

  

  by Zapier

  Zapier

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  Intercom, Dovetail

  Intercom + Dovetail

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  1. 

     When this happens

     Step 1: New Closed Conversation

  2. 

     Then do this

     Step 2: Create Note

  See Zap detailsTry it

  Create Dovetail notes for Intercom conversations

  

  by Zapier

  Zapier

  Create Dovetail notes for Intercom conversations

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  Intercom, Dovetail

  Intercom + Dovetail

• Save new Pocket items to Dovetail notes

  

  by Zapier

  Zapier

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  Pocket, Dovetail

  Pocket + Dovetail

  More details

  1. 

     When this happens

     Step 1: New Item

  2. 

     Then do this

     Step 2: Create Note

  See Zap detailsTry it

  Save new Pocket items to Dovetail notes

  

  by Zapier

  Zapier

  Save new Pocket items to Dovetail notes

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  Pocket, Dovetail

  Pocket + Dovetail

• Create Dovetail notes for new Trello cards

  

  by Zapier

  Zapier

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  Trello, Dovetail

  Trello + Dovetail

  More details

  1. 

     When this happens

     Step 1: New Card

  2. 

     Then do this

     Step 2: Create Note

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  Create Dovetail notes for new Trello cards

  

  by Zapier

  Zapier

  Create Dovetail notes for new Trello cards

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  Trello, Dovetail

  Trello + Dovetail

• Append new Twitter mentions to Dovetail notes

  

  by Zapier

  Zapier

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  Twitter, Dovetail

  Twitter + Dovetail

  More details

  1. 

     When this happens

     Step 1: Search Mention

  2. 

     Then do this

     Step 2: Create Note

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  Append new Twitter mentions to Dovetail notes

  

  by Zapier

  Zapier

  Append new Twitter mentions to Dovetail notes

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  Twitter, Dovetail

  Twitter + Dovetail

• Save new Slack reactions to Dovetail notes

  

  by Zapier

  Zapier

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  Slack, Dovetail

  Slack + Dovetail

  More details

  1. 

     When this happens

     Step 1: New Reaction Added

  2. 

     Then do this

     Step 2: Create Note

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  Save new Slack reactions to Dovetail notes

  

  by Zapier

  Zapier

  Save new Slack reactions to Dovetail notes

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  Slack, Dovetail

  Slack + Dovetail

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  New Insight

  Triggers when a new insight is published.

  Trigger

  Scheduled
• 

  New Project

  Triggers when a new project is created.

  Trigger

  Scheduled
• 

  Updated Project

  Triggers when a project is updated.

  Trigger

  Scheduled
• 

  Create Note

  Creates a new note in a Dovetail project.

  Action

  Write
• 

  Create Person

  Creates a new person in Dovetail.

  Action

  Write