
When this happens...
New Project
New Insight

Automatically do this!
Create a Contact
Get all Contacts
Get a Contact
Delete a Contact
Update a Contact
Get all Conversations Details
Get Conversation Counts
Create a Team
Get all Teams
Update a Team
List Agents in Team
Get all Messages
Delete a Message
Add Labels
Get all Labels
Add a New Agent
List Agents in Account
Update a Agent in Account
Delete an Agent from Account
Get a Automation Rule Details
List all Automation Rules
Delete a Automation Rule
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new messsage is created.
Triggers when a new conversation is created.
Triggers when an existing conversation is update.
Triggers when a conversation status is changed.
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 OneHash Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in OneHash Chat (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in OneHash Chat. This includes choosing which data fields go into which fields of OneHash Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and OneHash Chat 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 OneHash Chat. 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 MoreOneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.
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