Connect Dovetail and Unified.to to Build Intelligent Automations
Enable Integrations or automations with these events of Dovetail and Unified.to
Enable Integrations or automations with these events of Dovetail and Unified.to
Triggers
New Project
Triggers when a new project is created
New Insight
Actions
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 Unified.to accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Unified.to (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Unified.to. This includes choosing which data fields go into which fields of Unified.to, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Unified.to 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 Unified.to. 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.
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About Unified.to
Unified.to is a comprehensive platform designed to streamline and enhance your communication and collaboration efforts. It offers a suite of tools that integrate various communication channels, making it easier for teams to stay connected and work efficiently. Whether you're managing emails, messages, or video calls, Unified.to provides a unified interface to handle all your communication needs seamlessly.
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