Connect Dovetail and Swit to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Create Channel
Create Idea
Create Message
Create Project
Create Task
Create Comment on Task
Delete Task
Update Task
Find Channel
Find Project
Find Task
Find Workspace
List Workspaces
List Teams
List Users
Ready to use Dovetail and Swit automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New Insight
New Idea
Triggers when a new idea is posted on a specific channel.
New Message
Triggers when a new message is posted on a specific channel.
New Comment on Task
Triggers when a new comment is posted to a specific task.
Do thisActions
Action is the task that follows automatically within your Dovetail integrations.
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
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Frequently Asked Questions
To start, connect both your Dovetail and Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Swit (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Swit 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 Swit. 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.
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.
Learn MoreAbout Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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