Dovetail + Delighted Integrations
How to connect Dovetail + Delighted
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New InsightTriggers when a new insight is published.Trigger- New ProjectTriggers when a new project is created.Trigger
- Updated ProjectTriggers when a project is updated.Trigger
- Create NoteCreates a new note in a Dovetail project.Action
- Create PersonCreates a new person in Dovetail.Action
New ResponseTriggers when a new response is received in this Delighted Project.Trigger- New UnsubscribeTriggers when a person unsubscribes from Delighted surveys.Trigger
- Add Person to Email AutopilotAdds a person to the Email platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.Action
- Delighted
Adds a person to the SMS platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
Scheduled
Action
- Delighted
Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
Scheduled
Action
- Delighted
Creates a response in Delighted. This should only be used if programmatically adding responses to Delighted (ex. using our Add Person + Add Response Zaps). Otherwise, use our "Send Email Survey" or "Send SMS Survey" Actions to dispatch a survey. Adding responses requires a person ID and score at minimum.
Scheduled
Action
- Delighted
Removes a person from the Email platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
Scheduled
Action
- Delighted
Removes a person from the SMS platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
Scheduled
Action
- Delighted
Sends an Email platform survey
Scheduled
Action
- Delighted
Send SMS platform survey
Scheduled
Action
- Delighted
Add a person to your unsubscribe list.
Scheduled
Action
- Delighted
Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.
Scheduled
Action
- Delighted
Retrieves the current Autopilot configuration for the desired platform (Email or SMS).
Scheduled
Action
- Delighted
List all Autopilot memberships for the desired platform (Email or SMS), or list the Autopilot membership status for one specific person within the desired platform.
Scheduled
Action
- Delighted
Provides your account's metrics for a specific Project. By default, we'll return results based on your
Scheduled
Action
- Delighted
Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.
Scheduled
Action
How Dovetail + Delighted Integrations Work
- Step 1: Authenticate Dovetail and Delighted.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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