
When this happens...
New Project
New Insight

Automatically do this!
Get User Role
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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To start, connect both your Dovetail and Flokzu accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Flokzu (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Flokzu. This includes choosing which data fields go into which fields of Flokzu, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Flokzu 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 Flokzu. 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 MoreFlokzu is a cloud-based workflow automation software that allows businesses to design, run, and optimize their processes without the need for coding. It provides a platform for creating custom workflows, automating repetitive tasks, and improving team collaboration. With Flokzu, organizations can streamline their operations, enhance productivity, and ensure compliance with business rules.
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