Connect Dovetail and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Get all Workspaces
List all Owners of a Workspace
Get all Taxes
Get all Currencies
Get all Customers
Get all Invoices
Ready to use Dovetail and Clientjoy automations
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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
New Invoice is created
Triggers when a new invoice in created.
New Customer is added
Triggers when a new customer is added.
New Lead is added
Triggers when a new lead is added
New Proposal is created
Triggers when a new proposal is created.
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 Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Clientjoy. This includes choosing which data fields go into which fields of Clientjoy, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Clientjoy 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 Clientjoy. 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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
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