
When this happens...
New Project
New Insight

Automatically do this!
Create Record
Get all Contacts
Create a Contact
Create Task
Get all Tasks
Create a Project
Get all Project
Create Campaign
Get all campaign
Update campaign
Get all Account
Get all Activity Logs
Get all Articles
Get all Business Units
Get all Meetings
Get all Notes
Delete Record
Get all Opportunities
Get all Orders
Get all Order Items
Get all Products
Get all Tickets
Get all Users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
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.

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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 Fireberry accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Fireberry (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Fireberry. This includes choosing which data fields go into which fields of Fireberry, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Fireberry 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 Fireberry. 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 MoreFireberry is a dynamic platform designed to enhance your marketing strategies with innovative tools and solutions. It offers a suite of features that help businesses optimize their marketing campaigns, track performance, and engage with their audience effectively.
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