Connect agendize and Dovetail to Build Intelligent Automations

Choose a Trigger

agendize

When this happens...

Choose an Action

Dovetail

Automatically do this!

Enable Integrations or automations with these events of agendize and Dovetail

Enable Integrations or automations with these events of agendize and Dovetail

Triggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for agendize

Actions

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

List Contacts

List Contacts

List of contacts within a workspace.

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Frequently Asked Questions

How do I start an integration between agendize and Dovetail?

To start, connect both your agendize and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in agendize triggers actions in Dovetail (or vice versa).

Can we customize how data from agendize is recorded in Dovetail?

Absolutely. You can customize how agendize data is recorded in Dovetail. This includes choosing which data fields go into which fields of Dovetail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between agendize and Dovetail?

The data sync between agendize and Dovetail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from agendize to Dovetail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between agendize and Dovetail?

Yes, you can set conditional logic to control the flow of data between agendize and Dovetail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

agendize

About agendize

Agendize is a customer engagement platform that offers easy appointment booking, contact management, live chat and call-tracking.

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Dovetail

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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