This feature is only available on our Analysis + Repository plan. Check out our pricing page for more information about Analysis + Repository.
Dovetail has partnered with Zapier to enable you to connect the other tools you use, like Slack, Intercom, and Google Forms to your Dovetail account. Using our integration with Zapier, you can connect your Dovetail account to your Zapier account to unlock powerful workflows and automations with the thousands of apps on Zapier’s platform.
To understand more about how Zapier works, watch this short 60 second video:
If you don’t already have a Zapier account, you can get started for free at zapier.com. Once you’ve signed up, click Make a Zap! to get started creating your first Zap.
Zapier allows you to design workflows based on triggers and actions that happen in other apps and tools. For example, if you receive a new survey response in Survey Monkey, this can be used to create a new note in Dovetail with the content of the note immediately after you receive it.
The Dovetail Zapier integration has one Trigger and one Action to help you move data between Dovetail and other apps you use. More documentation is available on Dovetail Zapier App reference.
There is also detailed documentation for importing and exporting data using Zapier Triggers and Actions:
Zapier includes a generous free plan, which we find works for most Dovetail users. The free plan currently includes 100 tasks / month and will let you create up to 5 zaps.
This means you could receive up to 100 responses from a survey tool like Survey Monkey or Qualtrics each month, for free.
There is expanded usage and more advanced features available on Zapier’s paid plans. Information about pricing is available on Zapier’s website. Any questions about Zapier’s pricing should be directed to the Zapier support team.
There is so much diversity in the tools and applications used by researchers and their organizations. Instead of building a small number of first-party integrations ourselves, our partnership with Zapier enables Dovetail to be integrated with thousands of tools and applications. This means that Dovetail can be connected to more of the tools that your organization already uses.
Zapier has a helpful dedicated support team that operates seven days week (they typically reply within a day). They can assist with answering questions regarding creating and managing Zaps, and can help to properly diagnose issues with your Zaps.
Contact Zapier for support on through their website.
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