Connect Pendo and Dovetail to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Pendo and Dovetail together. Build enterprise-grade automation in minutes.

Our most popular template

Create insights in Dovetail when new accounts appear in Pendo reports
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Pendo + Dovetail
Create notes in Dovetail when new visitors appear in Pendo reports
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Pendo + Dovetail
Create new Dovetail persons when new Pendo report visitors appear
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Pendo + Dovetail

Create insights in Dovetail when new accounts appear in Pendo reports

Details

Try it

Pendo + Dovetail

Create notes in Dovetail when new visitors appear in Pendo reports

Details

Try it

Pendo + Dovetail

Create new Dovetail persons when new Pendo report visitors appear

Details

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Pendo + Dovetail

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Pendo with Dovetail - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Account in Report" from Pendo.

Add your action

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

You’re connected!

Zapier seamlessly connects Pendo 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.

- Account Report
  Required
Trigger
Polling
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- Project
Trigger
Polling
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Updated Project
Triggers when a project is updated.
Trigger
Polling
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- Project
  Required
- Title
- Content
- Published
- Append content if insight exists
Action
Write
- Name
Action
Write

- Report ID
  Required
Trigger
Polling
Try It
New Project
Triggers when a new project is created
Trigger
Polling
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- Channel
  Required
- Text
- Timestamp
  Required
- Source Title
- Source URL
- Custom fields
Action
Write
- Project
  Required
- Title
- Content
- Append content if data exists
Action
Write

For AI agents & developers

Use Pendo and Dovetail with AI agents and code

Beyond Zap workflows. Call Pendo and Dovetail actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Pendo and Dovetail actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Data Point to Channel

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Pendo and Dovetail actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pendo-legacy / dovetail action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Pendo 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.

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.

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.

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.

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.

Resolve incidents faster with automation

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.

Learn how to automate Pendo on the Zapier blog

Make work flow with AI

Level up your Pendo to Dovetail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Pendo

Pendo is an extension of your product that captures user behavior, gathers feedback, and guides users.

HelpHelp

Related categories

Analytics

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.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Connect Pendo and Dovetail to power AI-driven automation

Launch your first automated workflow

Create insights in Dovetail when new accounts appear in Pendo reports

Create notes in Dovetail when new visitors appear in Pendo reports

Create new Dovetail persons when new Pendo report visitors appear

Create insights in Dovetail when new accounts appear in Pendo reports

Create notes in Dovetail when new visitors appear in Pendo reports

Create new Dovetail persons when new Pendo report visitors appear

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Pendo and Dovetail with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Pendo and Dovetail to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Pendo on the Zapier blog

5 ways to automate Pendo with Zapier

Make work flow with AI

Connect Pendo to Dovetail on the world's largest no-code automation platform