Dovetail icon

Dovetail

Customer intelligence platform for research, insights, and qualitative analysis.

3 triggers5 searches9 actionsPollingAuth: API key

AI-assisted documentation5 min read

This documentation is compiled from our integration source code, internal specs for Dovetail, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Dovetail on WEXTL →

Before you set up the credential, make sure you have an active Dovetail account and an API access token from your account settings ready.[3]

  • API KeypasswordRequired

    You can create your API Key at Dashboard -> Settings -> Account Settings.

    [1]
  1. Log in to your WEXTL account, add the Dovetail node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Dovetail account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Connecting Dovetail to WEXTL®
Video slide demonstrates how to integrate Dovetail in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Watch HighlightsTrigger
Output fields[3]
FieldType
IDtext
Tagsarray
Texttext
Typetext
Created atdate
Updated atdate
Watch InsightsTrigger
Output fields[3]
FieldType
IDtext
Titletext
Typetext
Created atdate
Watch NotesTrigger
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Created atdate
Deletedboolean
Get a NoteAction
Input fields[3]
FieldType
Note IDRequired
choice
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Projectobject
IDtext
Fieldsarray
Filesarray
Created atdate
Deletedboolean
List DataSearch
Input fields[3]
FieldType
Sortchoice
Project IDchoice
Created attext
Limitnumber
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Created atdate
Deletedboolean
List HighlightsSearch
Input fields[3]
FieldType
Sortchoice
Project IDchoice
Highlight IDchoice
Tag IDchoice
Created attext
Limitnumber
Output fields[3]
FieldType
IDtext
Tagsarray
Texttext
Typetext
Created atdate
Updated atdate
List InsightsSearch
Input fields[3]
FieldType
Sortchoice
Project IDchoice
Created attext
Limitnumber
Output fields[3]
FieldType
IDtext
Titletext
Typetext
Created atdate
List NotesSearch
Input fields[3]
FieldType
Sortchoice
Project IDchoice
Created attext
Limitnumber
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Created atdate
Deletedboolean
Create a DataAction
Input fields[3]
FieldType
Project IDRequired
choice
Titletext
Contenttext
Fieldsarray
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Projectobject
IDtext
Fieldsarray
Filesarray
Created atdate
Deletedboolean
Create a NoteAction
Input fields[3]
FieldType
Project IDRequired
choice
Contenttext
Titletext
Fieldsarray
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Projectobject
IDtext
Fieldsarray
Filesarray
Created atdate
Deletedboolean
Create a SummarizeAction
Input fields[3]
FieldType
Highlight IDschoice
Note IDschoice
Insight IDschoice
Theme IDsarray
Theme IDtext
With Citationsboolean
Output fields[3]
FieldType
Summarytext
Citationsarray
Delete a NoteAction
Input fields[3]
FieldType
Note IDRequired
choice
Export a NoteAction
Input fields[3]
FieldType
Note IDRequired
choice
TypeRequired
choice
Output fields[3]
FieldType
Content Htmltext
Content Markdowntext
Import a File to a DataAction
Input fields[3]
FieldType
Project IDRequired
choice
TitleRequired
text
URLRequired
url
MIME Typetext
Fieldsarray
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Projectobject
IDtext
Fieldsarray
Filesarray
Created atdate
Deletedboolean
Import a File to a NoteAction
Input fields[3]
FieldType
Project IDRequired
choice
TitleRequired
text
URLRequired
url
MIME Typetext
Fieldsarray
Output fields[3]
FieldType
IDtext
Typetext
Titletext
Projectobject
IDtext
Fieldsarray
Filesarray
Created atdate
Deletedboolean
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber
Update a NoteAction
Input fields[3]
FieldType
Note IDRequired
choice
Titletext
Fieldsarray

Look for Dovetail templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Dovetail Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Dovetail.
  4. WEXTL® visual workflow builder data.

Last updated: Jul 23, 2026 22:39