Connect Arihant PLUS and Dovetail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Arihant PLUS
Choose an Action
Automatically do this!
Create Note
Create Data Point
Add Data to Project
List Tags
List Insights
List Contacts
List Notes
List highlights
List Data
List projects
Add Contact
Ready to use Arihant PLUS and Dovetail automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New Insight
Do thisActions
Action is the task that follows automatically within your Arihant PLUS integrations.
Get Order Trail
Get order trail and status
Get Holdings
Fetch Demat holdings and P&L
Get Account Funds
View available account funds
Place Order
Place stock or F&O order
Get Orders
Fetch order book or status
Search Stocks
Search stocks and get prices
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Frequently Asked Questions
To start, connect both your Arihant PLUS and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in Arihant PLUS triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how Arihant PLUS 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.
The data sync between Arihant PLUS and Dovetail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Arihant PLUS 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.
About Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn MoreAbout 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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