Connect answerforce and Dovetail to Build Intelligent Automations

Choose a Trigger

answerforce

When this happens...

Choose an Action

Dovetail

Automatically do this!

Enable Integrations or automations with these events of answerforce and Dovetail

Enable Integrations or automations with these events of answerforce and Dovetail

Triggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for answerforce

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 answerforce and Dovetail?

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

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

Absolutely. You can customize how answerforce 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 answerforce and Dovetail?

The data sync between answerforce 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 answerforce 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 answerforce and Dovetail?

Yes, you can set conditional logic to control the flow of data between answerforce 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.

answerforce

About answerforce

AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.

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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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