Connect Dovetail and sociocs to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

sociocs

Automatically do this!

Enable Integrations or automations with these events of Dovetail and sociocs

Enable Integrations or automations with these events of Dovetail and sociocs

Triggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Dovetail

Actions

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 sociocs?

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

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

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

How often does the data sync between Dovetail and sociocs?

The data sync between Dovetail and sociocs 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 sociocs?

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 sociocs?

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