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How Zapier works

Zapier makes it easy to integrate Dovetail with Miro - no code necessary. See how you can get setup in minutes.

Select a trigger from Dovetail

A trigger is an event that starts your Zap and runs the workflow. For example, with Dovetail, a trigger could be "New Insight."
A trigger is the event that kicks off your automated workflow.

Setup an action from Miro

An action is what takes place after the automation is triggered. For example, with Miro, the action could be "Copy Board."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dovetail to Miro

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Dovetail to Miro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Dovetail + Miro integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dovetail and Miro

What is required to integrate Dovetail with Miro?

To integrate Dovetail with Miro, you need active accounts on both platforms and access to the Zapier platform where the integration setup takes place. Ensure your Miro board and Dovetail account permissions allow API access.

Can triggers in Dovetail initiate actions in Miro?

Yes, triggers such as 'New Note' in Dovetail can initiate actions like 'Create Card' in Miro, facilitating seamless data transfer between the two platforms through our integration.

Is it possible to update existing cards in Miro using information from Dovetail?

Currently, our integration supports creating new cards but does not include updating existing ones with information from Dovetail. You may create new elements as updates occur.

How do I handle authentication during the integration setup?

When setting up the integration, you'll be prompted to log into both your Dovetail and Miro accounts through secure authentication processes managed by us. Make sure you have your credentials handy.

What types of data can be transferred from Dovetail to Miro?

Data types such as notes, insights, and tags can be transferred from Dovetail into visual elements like cards on a Miro board using our triggers and actions system.

Does integrating with Miro affect my data privacy on Dovetail?

The integration maintains strict compliance with data privacy regulations. Data shared between Dovetail and Miro is protected under robust security protocols we enforce.

Can we set up automated workflows between Dovetail and Miro?

Yes, you can automate workflows by establishing triggers like 'New Insight' in Dovetail that automatically create corresponding visuals on a specific board in Miro.

Connect Dovetail and Miro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Dovetail triggers, actions, and search
    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
    • Channel
      Required
    • Text
      Required
    • Timestamp
      Required
    • Custom fields
    Action
    Write
    • Project
    • Title
    • Content
    • Analyze sentiment
    • Append content if insight exists
    Action
    Write
    • Board_id
      Required
    • Name
    • Description
    • Global Access
    • Team Access
    • Organization Access
    • Link/Invite Access
    Action
    Write

Learn how to automate Dovetail on the Zapier blog

Learn how to automate Miro on the Zapier blog

dovetail logo
dovetail logo
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 more
Related categories
  • Project Management
miro logo
miro logo
About Miro
Miro (formerly RealtimeBoard) is an intuitive visual collaboration and whiteboarding platform for cross-functional teams.
Related categories
  • Team Collaboration

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