STEP 1
Select Dovetail in workflow
Pick Dovetail app in the workflow builder [4] - just one click to select the app.
Dovetail Integration
Customer intelligence platform for research, insights, and qualitative analysis. Turn Dovetail engagement into automated marketing workflows that keep leads and audiences moving. Start with Watch Highlights, then use Get a Note and List Data to trigger the next step.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Dovetail integration
Triggers can detect changes in Dovetail and run actions that can create, search or modify data inside Dovetail automatically [3] — exactly how you set them.
- Watch HighlightsTriggers when a new highlight is available.
- Watch InsightsTriggers when a new insight is available.
- Watch NotesTriggers when a new note has been created.
- Get a NoteRetrieves a single note by id.
- List DataSearches for data by specified criteria.
- List HighlightsSearches for highlights.
- List InsightsSearches for insights.
- List NotesSearches for notes by specified criteria.
- Create a DataCreates a new data entry inside a project.
- Create a NoteCreates a new note.
- Create a SummarizeSummarizes a list of highlights, notes, insights and/or themes.
- Delete a NoteDeletes an existing note.
- Export a NoteExports a single note in a specified format (HTML or MarkDown).
- Import a File to a DataImports a file to a data from a given URL.
- Import a File to a NoteImports a file to a note from a given URL.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a NoteUpdates a single note details.
How to integrate Dovetail in automation workflow?
3 simple steps to make your Dovetail connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Dovetail
When prompted, authorize access to Dovetail in WEXTL once. Dovetail credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Dovetail account. Approve?
STEP 3
Build a workflow
Build your workflow with Dovetail yourself or with WEXTL® AI Builder. Connect Dovetail to any available integrations [5], or use HTTP node to go beyond them.
Dovetail
How Dovetail connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Dovetail app is called in workflows. That allows your marketing automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Dovetail supports.
The following table illustrates what fields Dovetail integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Dovetail is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | You can create your API Key at |
Connect Dovetail to popular apps on WEXTL
Enter a name of the other app you want to sync with Dovetail below. Click on selected app to explore integration options with Dovetail. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Dovetail integration
Select Watch Notes trigger from Dovetail - this will be a starting point in your automation. Whenever event happens in Dovetail, workflow will start [7] from Watch Notes node.
Search for Delete a Note, connect it as the next step of integration sequence. You can use filters between Watch Notes and Delete a Note, so only important data pass from Watch Notes to the next step. WEXTL gives you full control over the process of Dovetail automation. All parts of workflow are visible on the canvas [4].
Dovetail on WEXTL has 17 modules for combining marketing automations. Explore Dovetail documentation for more.
Video slide demonstrates how Watch Notes and Delete a Note [6] nodes are used in Dovetail workflow.
Frequently asked questions
Common questions about automating Dovetail in your workflows.
Dovetail has 3 triggers, including "Watch Highlights", "Watch Insights", and "Watch Notes". Triggers are start points of the workflow, and automations may start from them.
Integration has 14 actions, including "Get a Note", "List Data", and "List Highlights", and more. Refer to our Dovetail Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Dovetail integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Dovetail official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Dovetail provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Dovetail or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Dovetail inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Dovetail modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Dovetail integration.
- Dovetail integration source code, module specs and credentials implementation.
- Internal Dovetail integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Dovetail vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Dovetail App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation