--- title: "Connect Dovetail to Octadesk - APIANT.ai" description: "When \"New Project\" fires in Dovetail, your agent runs \"Add chat message\" in Octadesk." canonical: "https://apiant.ai/connect/dovetail-to-octadesk" --- # Connect Dovetail to Octadesk When **New Project** fires in [Dovetail](https://apiant.ai/connections/dovetail), your agent runs **Add chat message** in [Octadesk](https://apiant.ai/connections/octadesk). Describe the whole flow and it is built, tested on every scenario and kept running. Dovetail **3** triggers Dovetail **4** actions Octadesk **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dovetail and Octadesk to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Dovetail can start in Octadesk - When **New Project** in Dovetail then **Add chat message** in Octadesk - When **New Published Insight** in Dovetail then **Add contact** in Octadesk Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Dovetail and Octadesk ## Triggers and actions 3 triggers · 13 actions - Trigger **New Project** Triggers when a new project is created - Trigger **New Published Insight** Triggers when a new insight is published. - Trigger **Updated Project** Triggers when a project is updated. - Action **Add Contact** Adds a contact to the contacts database. - Action **Add Data Point to Channel** Adds a data point to a channel. - Action **Add Data to Project** Adds data to an existing project. - Action **Add Insight to Project** Adds an insight to an existing project. - Action **Add chat message** /chat/{id}/messages - send a message in a chat. - Action **Add chat tag** /chat/{id}/tags - add tags to a chat. - Action **Add contact** /contacts - create a contact. - Action **Get chat** /chat/{id} - retrieve a chat. - Action **Get contact** /contacts/{id} - retrieve a contact by id. - Action **List chat messages** Retrieve all messages of a specific chat. - Action **List chats** /chat - list chats. - Action **List contacts** /contacts - list contacts (page/limit pagination, filters). - Action **Update contact** /contacts/{id} (or PUT) - update a contact. ## Each app on its own - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) - [ **Octadesk** Octadesk is a chat management platform to help companies in lead generation, sales, and customer service...](https://apiant.ai/connections/octadesk) Reviews ## What our customers say ## More from Dovetail - [ **Dovetail to Minecraft Server Status** Minecraft Server Status pings a Minecraft server address and reports what it finds.](https://apiant.ai/connect/dovetail-to-minecraft-server-status) - [ **Dovetail to TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connect/dovetail-to-typesafe) - [ **Dovetail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dovetail-to-hubspot) - [ **Dovetail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dovetail-to-salesforce) - [ **Dovetail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dovetail-to-slack) - [ **Dovetail to Google Sheets** Google Sheets](https://apiant.ai/connect/dovetail-to-google-sheets) ## More into Octadesk - [ **Slack to Octadesk** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-octadesk) - [ **HubSpot to Octadesk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-octadesk) - [ **Salesforce to Octadesk** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-octadesk) - [ **Google Sheets to Octadesk** Google Sheets](https://apiant.ai/connect/google-sheets-to-octadesk) - [ **Gmail to Octadesk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-octadesk) - [ **Google Calendar to Octadesk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-octadesk) Questions ## Dovetail and Octadesk, answered ### ### What can start an automation from Dovetail? Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Octadesk when something happens in Dovetail? Any of Octadesk's 9 actions, including Update contact, Add chat message, Add chat tag and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Octadesk to Dovetail? Octadesk has no triggers in the catalog today, so automations start in Dovetail. If you need the other direction, ask: your agent reads Octadesk's API documentation and adds it. ### ### Do I have to build a connector for Dovetail or Octadesk? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Dovetail and Octadesk without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.