
When this happens...
New Project
New Insight

Automatically do this!
Create Field
Create Campaign
Add Subscriber to Group
Create Group
Remove Subscribers From Group
Create Subscriber
Update Subscriber
Get Subscriber's Data
Delete Subscribers
Delete Group
Rename Group
Delete Segment
Get Segment Details
Rename Field
Delete Field
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
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.

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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 Sender accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Sender (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Sender. This includes choosing which data fields go into which fields of Sender, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Sender 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 Sender. 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 MoreSender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
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