Connect Dovetail and Bland.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Create Prompt
Create Pathway
Get All Pathways Information
Get Single Pathway Information
Update Pathway
Delete Pathway
Send Call using Pathways
Send Call With Task
Send Call
List Calls
Call Details
Create Pathway Chat
Create Folder
Get All Folders
Update Folder
Delete Folder
Move Pathway
Create a Knowledge Base
Create a Custom Tool
Update Custom Tool
Custom Tool Details
Create a Web Agent
Update Web Agent Settings
Delete Web Agent
List Web Agents
Ready to use Dovetail and Bland.ai 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
Web Agent Created
Get web agent created within schedule time
Do thisActions
Action is the task that follows automatically within your Dovetail integrations.
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
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Frequently Asked Questions
To start, connect both your Dovetail and Bland.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Bland.ai (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Bland.ai. This includes choosing which data fields go into which fields of Bland.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Bland.ai 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 Dovetail and Bland.ai. 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 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.
Learn MoreAbout Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
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