Connect Dovetail and Zendesk Support to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Find a User
Find an Agent
Find an Organization
Find Tickets
Find Latest Comment
Add Comment to Ticket
Add Tags to Ticket
Create an Organization
Create a User
Remove Tag from Ticket
Update Ticket
Create Ticket
Ready to use Dovetail and Zendesk Support automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New Insight
New Organization
Trigger when new ogranization created
New User
Triggers when a new user is created.
New Group
Triggers when a new group is created.
Updated Ticket
Triggers when an existing ticket is updated.
Do thisActions
Action is the task that follows automatically within your Dovetail integrations.
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
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Frequently Asked Questions
To start, connect both your Dovetail and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Zendesk Support typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dovetail and Zendesk Support. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn MoreAbout Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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