Connect Dovetail and Office 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Ready to use Dovetail and Office 365 automations
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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 Contact
Triggers when new contact 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.
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Step by step guides to integrate Dovetail and Office 365
Frequently Asked Questions
To start, connect both your Dovetail and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Office 365 (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Office 365 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 Office 365. 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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