Connect Dovetail and Recras to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

Recras

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

New Booking

New Booking

Triggers when a new booking is created.

New Contact

New Contact

Triggers when a new contact is created.

Invoice Sent

Invoice Sent

Triggers when an invoice is (marked as) sent.

New Start Moment

New Start Moment

Triggers when a new start moment is created.

Do thisActions

Action is the task that follows automatically within your Dovetail integrations.

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.

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Frequently Asked Questions

How do I start an integration between Dovetail and Recras?

To start, connect both your Dovetail and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Recras (or vice versa).

Can we customize how data from Dovetail is recorded in Recras?

Absolutely. You can customize how Dovetail data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dovetail and Recras?

The data sync between Dovetail and Recras typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dovetail to Recras?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dovetail and Recras?

Yes, you can set conditional logic to control the flow of data between Dovetail and Recras. 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

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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Recras

About Recras

Recras is an administration and booking system for recreation companies.

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