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Connectors / Customer service · HTTP Connector
Automate Dovetail with Tray.ai
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.
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What can you do with Dovetail on Tray.ai?
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.
- Create a note for each customer call transcript saved in your meeting recorder folder.
- Create a note from each piece of product feedback your help desk tags.
- Search the workspace for a feature name and post the findings to your product team chat.
- Connects through
- HTTP Connector
- Authentication
- A bearer token
- Base URL
- https://dovetail.com/api
Set it up
Connect Dovetail to Tray.ai
Each step uses Dovetail's own API details, from its documentation.
Step 1
Save Dovetail's API token
Save the token Dovetail issues as a Tray.ai authentication. The HTTP Client sends it as a bearer token on every call. The token stays out of the workflow and out of the logs.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://dovetail.com/api as the base URL. Or paste a cURL example from Dovetail's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List projects”
It's one of 24 documented actions, under Projects. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Create a project” and “Get a project” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
What the Dovetail API covers
6 resources and 24 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Projects
- List projects
- Create a project
- Get a project
- Update a project
- Delete a project
Notes
- List notes
- Create a note
- Update a note
- Delete a note
- Export a note
Docs
- List docs
- Create a doc
- Update a doc
- Export a doc
- Comment on a doc
Highlights
- List highlights
- Create a highlight
- Apply tags to a highlight
Contacts
- List contacts
- Create a contact
- Update a contact
- Delete a contact
Search
- Search the workspace
- Summarize content
Checked against Dovetail's own documentation on 2026-10-22
How Tray.ai makes this work
Dovetail plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 6,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Dovetail — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Dovetail actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Dovetail data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More customer service apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every customer service connector →
Frequently asked questions
What can a Tray.ai workflow do in Dovetail?
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The Dovetail API documents 24 actions across 6 resources (Projects, Notes, Docs, Highlights, Contacts, Search). For example: List projects; List notes; List docs. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Dovetail?
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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.
See Dovetail working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.