Dovetail + TimelinesAI

Dovetail + TimelinesAI integrations

Create notes in Dovetail when new messages are received in TimelinesAI

Save time by effortlessly organizing your communication workflow. With this integration, new messages received in TimelinesAI will create corresponding notes in the Dovetail app. This automation helps archive your conversations and accurately tracks them for future reference, reducing the burden of manual copy-pasting. Break free from routine tasks, and focus on essential tasks that need your attention.

When this happens...
New Received MessageTriggers when a new incoming message is received.
TriggerInstant
automatically do this!
Add Data to ProjectAdds data to an existing project.
ActionWrite

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More things you can do with TimelinesAI and Dovetail

Discover other triggers and actions you can use with TimelinesAI and Dovetail

Chat Closed
Triggers when a chat is closed.
Trigger
Instant
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New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
Try It
New Sent Message
Triggers when a new message is sent.
Trigger
Instant
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New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Polling
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- Chat Id
Action
Write

- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message text
  Required
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded file
  Required
- Name of attached file
Action
Write

- Whatsapp_message_id
  Required
Action
Search
- Name
Action
Search
- Project
Trigger
Polling
Try It
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

New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
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New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
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New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Polling
Try It
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URL
  Required
- Name of attached file
Action
Write
- Whatsapp Account
  Required
- Phone number
  Required
- Message text
  Required
Action
Write
- Name
- Phone
- Chat_id
Action
Search
- Whatsapp_message_id
  Required
Action
Search
- Phone
- Email
Action
Search
New Project
Triggers when a new project is created
Trigger
Polling
Try It
- Channel
  Required
- Text
- Timestamp
  Required
- Source Title
- Source URL
- Custom fields
Action
Write
- Project
  Required
- Title
- Content
- Append content if data exists
Action
Write

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.

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Related categories

Project Management

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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