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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new order is confirmed.
Triggers when a new invoice is created.
Triggers when the status is changed on a order.
Action is the task that follows automatically within your Dovetail integrations.
Add Data to Project.
List of all tags associated with a workspace
List of insights associated with a workspace.
List of contacts within a workspace.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dovetail and BaseLinker accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in BaseLinker (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in BaseLinker. This includes choosing which data fields go into which fields of BaseLinker, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and BaseLinker 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 BaseLinker. 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.
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 MoreBaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
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