Connect Dovetail and Gmail to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

Gmail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

New mail matches your specified search criteria

New mail matches your specified search criteria

Trigger when a new mail matches your specified search criteria

New Email

New Email

Trigger when a new email arrives in specific mailbox.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Starred Email

New Starred Email

Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.

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Do thisActions

Action is the task that follows automatically within your Dovetail integrations.

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

List Contacts

List Contacts

List of contacts within a workspace.

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Step by step guides to integrate Dovetail and Gmail

Frequently Asked Questions

How do I start an integration between Dovetail and Gmail?

To start, connect both your Dovetail and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Gmail (or vice versa).

Can we customize how data from Dovetail is recorded in Gmail?

Absolutely. You can customize how Dovetail data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dovetail and Gmail?

The data sync between Dovetail and Gmail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dovetail to Gmail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dovetail and Gmail?

Yes, you can set conditional logic to control the flow of data between Dovetail and Gmail. 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

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.

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Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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