
When this happens...
New Project
New Insight

Automatically do this!
Create Contact
Create Note
Add Contact to Contact List
Update Contact
Update Conversation
List all channels
List all contacts
List all contact lists
List all conversations
List custom attributes
List files
List all inboxes
List all labels
List all templates
List all template folders
List all users
Find Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new contact is created.
Triggers when a contact is modified.
Triggers when a new message is received.
Triggers when a new message is sent.
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 Superchat accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Superchat (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Superchat. This includes choosing which data fields go into which fields of Superchat, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Superchat 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 Superchat. 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 MoreSuperchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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