Dovetail by Codex Solutions

dovetail is a customer intelligence platform that centralizes and analyzes feedback to generate actionable insights using ai integrating it with make com enables automated workflows, streamlining feedback management and insight sharing across product, ux, and customer success teams this is ai generated content based on official dovetail documentation the content may still contain errors—please verify important information if you have questions, contact https //docs dovetail com/ directly how to get support on dovetail dovetail is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=dovetail\&app slug=dovetail community\&app unique id=dovetail m3i92o requirements to use the dovetail app in make, you must have an active account on a current free professional or enterprise plan and generate a personal api key, https //dovetail com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/dovetail community/ click the install button follow the on screen instructions to complete the setup connect dovetail and {{product name}} to get started, you must first create a connection between dovetail and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions dovetail documentation does not mention api key as an available authentication method the supported authentication methods are password, google, microsoft, and sso via an identity provider api key authentication is not available according to the provided documentation no steps can be provided for api key credential retrieval some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=dovetail\&app slug=dovetail community\&app unique id=dovetail m3i92o create the connection in {{product name}} https //www make com/en/register , add the dovetail module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your dovetail or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page dovetail modules after connecting to the dovetail app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a data add a new data entry to your dovetail project by specifying the text content, a title, and any additional fields you need this module helps you organize and store information within your dovetail workspace efficiently create a note create a note in your dovetail project by specifying the text content, a title, and any additional fields you’d like to include this module lets you easily add detailed notes to help organize your research or project information within dovetail delete a data remove a specific data entry from your selected dataset delete a note removes a specific note from your account use this module when you want to permanently delete a note you no longer need get a data retrieve specific data using its unique id this module allows you to fetch detailed information about a particular item by entering its identifier get a note retrieve a specific note using its unique id this module allows you to access the details of a particular note by providing its identifier list all data retrieve a detailed list of all data linked to a specific workspace, helping you easily access and review the information stored within that workspace list all highlights retrieve a list of all highlights linked to a specific workspace, helping you easily view and manage the key points or important notes within that workspace list all notes retrieve a list of all notes linked to a specific workspace, allowing you to view and manage the notes connected to that workspace update a note updates an existing note with new information or changes watch new insights triggers when a new insight is generated, allowing you to automatically take action or process information whenever fresh insights become available in your connected app watch new project triggers when a new project is created, allowing you to automatically start workflows or actions whenever a new project is added templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} dovetail resources you can have access to more resources related to this app on the following links https //dovetail com/ https //docs dovetail com/ https //docs dovetail com/integrations/dovetail api https //www make com/en/integrations/dovetail community