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Dovetail

Dovetail

Create integrations between Dovetail and your favorite App

Create effective Dovetail automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Dovetail

Dovetail

Dovetail

phedone

phedone

Phedone is an natural language processing tool to automate and improve your customer ticketing and knowledge base flow

PHC GO

PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.

phaxio

phaxio

Super simple fax API for developers. Send and receive faxes, and pay as you go.

pex

pex

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

petloop

petloop

Pet Loop App is an all-in-one solution to easily share, manage and store client communication such as documents, photos, videos, and texts with pet trainers.

personalize

personalize

Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.

Personal AI

Personal AI

Personal AI, your digital mind for enhanced living. Unlock AI's power as it recalls memories and engages in meaningful conversations.

persio

persio

Persio exists to help businesses unify and mesh all their customer data in a single source of truth platform and auto-qualify their leads.

perfleek

perfleek

Perfleek is a CRM for real estate agent and brokers.

perfit

perfit

Perfit lets you send beautiful responsive emails, manage your lists, and track the results of your campaigns.

Perfect Venue

Perfect Venue

Perfect Venue is a tool that helps venues manage their private events by making it easy to track leads, send proposals, and get paid.

perdoo

perdoo

Perdoo is a strategy, goals, and people management platform. Execute strategy, track OKRs & KPIs, manage 1:1s, Performance reviews, and more.

Actions and Triggers

When this happensTriggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new trigger

Do thisActions

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.

Real-World Use Cases of Dovetail Integrations

See how Dovetail integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate dovetail with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and dovetail databases.
  • Integrate dovetail with MySQL to automatically sync records, facilitating seamless data exchange between dovetail and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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