Connect Dovetail and Infinity to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
Ready to use Dovetail and Infinity automations
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 Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item 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.
Know More About Dovetail and Infinity Integrations
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Frequently Asked Questions
To start, connect both your Dovetail and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Infinity (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Infinity 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 Infinity. 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
Learn More
