--- title: "Connect Picreel to Dovetail - APIANT.ai" description: "When \"New lead\" fires in Picreel, your agent runs \"Add Contact\" in Dovetail. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/picreel-to-dovetail" --- # Connect Picreel to Dovetail When **New lead** fires in [Picreel](https://apiant.ai/connections/picreel), your agent runs **Add Contact** in [Dovetail](https://apiant.ai/connections/dovetail). Describe the whole flow and it is built, tested on every scenario and kept running. Picreel **1** trigger Dovetail **3** triggers Dovetail **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Picreel and Dovetail 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 Picreel can start in Dovetail - When **New lead** in Picreel then **Add Contact** in Dovetail - When **New lead** in Picreel then **Add Data Point to Channel** in Dovetail 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 Picreel and Dovetail ## Triggers and actions 4 triggers · 4 actions - Trigger **New lead** Fires instantly when Picreel captures a new lead. Manual-registration webhook: in Picreel, click Leads in the left sidebar, click Export to CRMs and choose Webhooks, paste this trigger's minted URL into the URL field at the top, tick "Live export after submit", and save. The payload arrives flat and binds as {{ trigger.body.* }} — email, name, phone, request_url, user_id. - 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. ## Each app on its own - [ **Picreel** Picreel provides exit-intent offers and popups for your website to recover abandoning visitors and improve...](https://apiant.ai/connections/picreel) - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) Reviews ## What our customers say ## More from Picreel - [ **Picreel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/picreel-to-anthropic) - [ **Picreel to LambdaTest** LambdaTest is a platform to perform Automated and Live Interactive Cross Browser Testing on 3000+ Real...](https://apiant.ai/connect/picreel-to-lambdatest) - [ **Picreel to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/picreel-to-swagger-generator) - [ **Picreel to TimeCamp** TimeCamp helps you and your team to track time.](https://apiant.ai/connect/picreel-to-timecamp) - [ **Picreel to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/picreel-to-hubspot) - [ **Picreel to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/picreel-to-salesforce) ## More into Dovetail - [ **ActiveCampaign to Dovetail** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dovetail) - [ **Airtable to Dovetail** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dovetail) - [ **Asana to Dovetail** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dovetail) - [ **ClickUp to Dovetail** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-dovetail) - [ **Discord to Dovetail** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dovetail) - [ **Brevo to Dovetail** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dovetail) Questions ## Picreel and Dovetail, answered ### ### What can start an automation from Picreel? Any of Picreel's 1 trigger in the catalog, including New lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dovetail when something happens in Picreel? Any of Dovetail's 4 actions, including Add Contact, Add Data Point to Channel, Add Data to Project and Add Insight to Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dovetail to Picreel? Dovetail has no triggers in the catalog today, so automations start in Picreel. If you need the other direction, ask: your agent reads Dovetail's API documentation and adds it. ### ### Do I have to build a connector for Picreel or Dovetail? 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 Picreel and Dovetail without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Dovetail 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.