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Dovetail + Pendo

Create notes in Dovetail when new visitors appear in Pendo reports

When a new visitor appears in your Pendo reports, this workflow ensures that a note is immediately generated in Dovetail. This integration helps you to swiftly document every visitor interaction, making it easier to track user behavior and preferences effectively. Reduce manual data entries and enhance your team's productivity by ensuring all visitor reports are readily accessible for analysis in Dovetail.

When a new visitor appears in your Pendo reports, this workflow ensures that a note is immediately generated in Dovetail. This integration helps you to swiftly document every visitor interaction, making it easier to track user behavior and preferences effectively. Reduce manual data entries and enhance your team's productivity by ensuring all visitor reports are readily accessible for analysis in Dovetail.

  1. When this happens...
    PendoPendo
    Visitor in Report

    Triggers when a visitor matches a segment specified in a report.

    TriggerScheduled
  2. automatically do this!
    DovetailDovetail
    Create Note

    Creates a new note in a Dovetail project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Account ReportRequired

    Trigger
    Scheduled
    Try It
  • Dovetail triggers, actions, and search

    Updated Project

    Triggers when a project is updated.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Title

    • Content

    • Analyze sentiment

    • Append content if note exists

    Action
    Write
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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.
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Related categories

  • Project Management
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About Pendo

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

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