Integrations Dovetail Microsoft Sharepoint
Dovetail + Microsoft Sharepoint

Connect Dovetail and Microsoft Sharepoint to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

Microsoft Sharepoint

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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 List Created

New List Created

Triggers when new list is created.

New List Item Created

New List Item Created

Triggers when new item in the list is created.

Updated List Item

Updated List Item

Trigger when existing item in the list is updated.

Request a new Trigger for Dovetail

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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Step by step guides to integrate Dovetail and Microsoft Sharepoint

Frequently Asked Questions

How do I start an integration between Dovetail and Microsoft Sharepoint?

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

Can we customize how data from Dovetail is recorded in Microsoft Sharepoint?

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

How often does the data sync between Dovetail and Microsoft Sharepoint?

The data sync between Dovetail and Microsoft Sharepoint 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 Microsoft Sharepoint?

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 Microsoft Sharepoint?

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

About Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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