# Dovetail integrations: projects, notes and docs

> Create a project, create a note and create a doc in Dovetail. Connect Dovetail to the rest of your customer service stack with Tray.ai.

**Canonical page:** https://tray.ai/connectors/dovetail-integrations/
**Categories:** Customer service
**Connects through:** HTTP Connector

## Overview

Dovetail is a customer research platform where product teams store interviews, transcripts and feedback, tag highlights, and write up findings in shared docs. Tray.ai connects to Dovetail through the HTTP Connector, so your workflows can call the Dovetail API alongside the rest of your stack.

## Use cases

### Projects

Read, create, update, and delete projects in Dovetail from any Tray.ai workflow. The Dovetail API covers calls such as list projects and create a project.

- List projects
- Create a project
- Get a project

### Notes

Read, create, update, and delete notes in Dovetail from any Tray.ai workflow. The Dovetail API covers calls such as list notes and create a note.

- List notes
- Create a note
- Update a note

### Docs

Read, create, update, and manage docs in Dovetail from any Tray.ai workflow. The Dovetail API covers calls such as list docs and create a doc.

- List docs
- Create a doc
- Update a doc

### Highlights

Read, create, and update highlights in Dovetail from any Tray.ai workflow. The Dovetail API covers calls such as list highlights and create a highlight.

- List highlights
- Create a highlight
- Apply tags to a highlight

### Contacts

Read, create, update, and delete contacts in Dovetail from any Tray.ai workflow. The Dovetail API covers calls such as list contacts and create a contact.

- List contacts
- Create a contact
- Update a contact

### Search

Read and manage search in Dovetail from any Tray.ai workflow. The Dovetail API covers calls such as search the workspace and summarize content.

- Search the workspace
- Summarize content

## Challenges Tray.ai solves

### Keeping Dovetail credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Dovetail credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Dovetail API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Dovetail API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Dovetail?

Yes. Tray.ai connects to Dovetail through the HTTP Connector, which calls the Dovetail API directly. Any call the Dovetail API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Dovetail?

The Dovetail API uses a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Dovetail connector?

Dovetail runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Dovetail connector from the Dovetail API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/