Dovetail + Kommo

Create notes in Dovetail for new companies added in Kommo

Effortlessly keep track of new companies added to your Kommo app by instantly creating notes in Dovetail with this seamless workflow. Once set up, each time a new company is added in Kommo, a corresponding note will be created in Dovetail, helping you stay organized and informed without any manual effort. Enhance your efficiency and ensure you never miss important details about your business contacts with this time-saving automation.

When this happens...
New Company
Triggers when a new company is created.
TriggerInstant
automatically do this!
ActionWrite

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when contact is updated.
Trigger
Instant
Try It

Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or write
- Project
Trigger
Scheduled
Try It
Updated Project
Triggers when a project is updated.
Trigger
Scheduled
Try It
- ProjectRequired
- Title
- Content
- Analyze sentiment
- Append content if note exists
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
Try It
Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element TypeRequired
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- ProjectRequired
- Title
- Content
- Published
- Append content if insight exists
Action
Write
- Name
Action
Write

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

Learn more

Related categories

Project Management

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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By team

Dovetail + Kommo

Create notes in Dovetail for new companies added in Kommo

New Company

New Lead

Task Deleted

Lead Status Changed

Contact Updated

Task Updated

Update Company

Update Contact

Create Lead With Contact

Create Link

Which Data Do You Want to Link?

The Data ID You Want to Link

What Do You Want to Link It To?

The Data ID You Want to Link To

Update Note

Update Task

Text of Task

Find Contact

Query

Element ID

Find Linked Data

Find Task

Deadline

Element ID

Element Type

Find or Create Contact

Query

Element ID

Find or Create Note

Element TypeRequired

Element ID

Text

Creation Data

New Insight

Project

Updated Project

Create Note

ProjectRequired

Title

Content

Analyze sentiment

Append content if note exists

New Contact

New Task

Lead Responsible User Changed

Company Updated

Lead Updated

Create Company

Create Contact

Create Lead

Update Lead

Create Note

Text

Creation Data

Create Task

Text of Task

Deadline

Find Company

Query

Element ID

Find Lead

Query

Element ID

Find Note

Element TypeRequired

Element ID

Find or Create Company

Query

Element ID

Find or Create Lead

Query

Element ID

Find or Create Task

Deadline

Element ID