Dovetail + Zoom

Create notes in Dovetail for new Zoom recordings

Save time and stay organized by instantly turning Zoom recordings into searchable notes in Dovetail. With this workflow, whenever a new recording is made in Zoom, a note will be created in Dovetail, allowing you to easily access and review your meeting insights. Keep your team in sync and streamline your video conferencing process with this handy automation.

When this happens...
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
TriggerInstant
automatically do this!
Create Note
Creates a new note in a Dovetail project.
ActionWrite

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Supported triggers and actions

What does this mean?

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- Confirmation Email
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Project
Trigger
Scheduled
Try It
Updated Project
Triggers when a project is updated.
Trigger
Scheduled
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- ProjectRequired
- Title
- Content
- Analyze sentiment
- Append content if note exists
Action
Write

- Meeting TypeRequired
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
- TopicRequired
- WhenRequired
- Time Zone
- Password
- Duration (in minutes)Required
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
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 Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more Help

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

PRODUCTS

CAPABILITIES

By team

Dovetail + Zoom

Create notes in Dovetail for new Zoom recordings

New Meeting Summary

New Meeting Registrant

Upcoming Meeting

New Webinar Registrant

Upcoming Webinar

Create Meeting Registrant

EmailRequired

First NameRequired

Last NameRequired

Confirmation Email

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Insight

Project

Updated Project

Create Note

ProjectRequired

Title

Content

Analyze sentiment

Append content if note exists

New Meeting

Meeting TypeRequired

New Recording

Create Meeting

Meeting TypeRequired

TopicRequired

WhenRequired

Time Zone

Password

Duration (in minutes)Required

Create Webinar Registrant

Upcoming WebinarRequired

EmailRequired

First NameRequired

Update Zoom Meeting

New Project

Create Insight

ProjectRequired

Title

Content

Published

Append content if insight exists

Create Person

Name

About Dovetail

Related categories

About Zoom

Related categories

Similar apps

GoTo Meeting

Intermedia AnyMeeting

Crowdcast