Intercom integration with Dovetail
How to Create Dovetail notes for Intercom conversations
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Dovetail notes for Intercom conversations" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Dovetail integrations
Dovetail actions
Nekton can use any feature that is available in Dovetail API.
Using our advanced AI, you can easily create custom automations for Dovetail.
Here are some typical actions you can do in your automated workflows.
Create Note
Creates a new note in a Dovetail project.
Create Insight
Creates a new insight in a Dovetail project.
Create Person
Creates a new person in Dovetail.
New Insight
Triggers when a new insight is published.
Updated Project
Triggers when a project is updated.
New Project
Triggers when a new project is created.
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.