Connect Dovetail and Refiner to power AI-driven automation

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Choose a Trigger

Choose an Action

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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 "New Published Insight" from Dovetail.

Add your action

An action happens after the trigger—such as "Identify User" in Refiner.

You’re connected!

Zapier seamlessly connects Dovetail and Refiner, 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.

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

- Contact Identifier
  Required
- Event Name
  Required
Action
Write

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
- Survey
Trigger
Instant
Try It
Identify User
Creates a new user in Refiner or updates an already existing user.
Action
Write

For AI agents & developers

Use Dovetail and Refiner with AI agents and code

Beyond Zap workflows. Call Dovetail and Refiner 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 Dovetail and Refiner 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
Identify User

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Dovetail and Refiner 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({ /* dovetail / refiner 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 Dovetail and Refiner 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.

Make work flow with AI

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

Learn about AI automation

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 Refiner

Refiner is a customer survey tool for data driven SaaS teams.

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