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Automate tasks across Dovetail with SmartSurvey

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Dovetail and SmartSurvey talk.
Here are some common ways to automate work between them.

Send a SmartSurvey notification when Dovetail receives a high-priority item.Try now
Create a SmartSurvey follow-up from new qualified activity in Dovetail.Try now
Copy new customer details from Dovetail into SmartSurvey.Try now
Update the matching SmartSurvey item when a Dovetail status changes.Try now
Start a review in SmartSurvey when Dovetail flags an exception.Try now
Summarize new Dovetail activity and save it in SmartSurvey.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Dovetail and SmartSurvey work.

Connect your Dovetail and SmartSurvey. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 65 actions between Dovetail and SmartSurvey.
Can’t find an action you need? Let us know.

Create ContactCreate contact in Dovetail.Delete ContactDelete contact in Dovetail.Get ContactRun a get contact action in Dovetail.List ContactsRun a list contacts action in Dovetail.Update ContactUpdate contact in Dovetail.Create DataCreate data in Dovetail.Delete DataDelete data in Dovetail.Get DataRun a get data action in Dovetail.List DataRun a list data action in Dovetail.Update DataUpdate data in Dovetail.Create DocCreate doc in Dovetail.Delete DocDelete doc in Dovetail.Get DocRun a get doc action in Dovetail.List DocsRun a list docs action in Dovetail.Update DocUpdate doc in Dovetail.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Dovetail and SmartSurvey.

MindCloud connects Dovetail and SmartSurvey so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.