
When this happens...
New Project
New Insight

Automatically do this!
update user data
delete team user
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggered when a reminder is successfully sent to a contact.
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.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 greminders accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in greminders (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in greminders. This includes choosing which data fields go into which fields of greminders, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and greminders 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 greminders. 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 MoreGReminders is a powerful tool designed to streamline scheduling and appointment management. It integrates seamlessly with your calendar to send automated reminders to clients, reducing no-shows and improving overall efficiency. Ideal for businesses and professionals who rely on appointments, GReminders ensures that both you and your clients are always on the same page.
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