Connect Fluent Forms and Dovetail to Build Intelligent Automations

Choose a Trigger

Fluent Forms

When this happens...

Choose an Action

Dovetail

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Fluent Forms

Do thisActions

Action is the task that follows automatically within your Fluent Forms 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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Frequently Asked Questions

How do I start an integration between Fluent Forms and Dovetail?

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

Can we customize how data from Fluent Forms is recorded in Dovetail?

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

How often does the data sync between Fluent Forms and Dovetail?

The data sync between Fluent Forms and Dovetail 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 Fluent Forms to Dovetail?

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 Fluent Forms and Dovetail?

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

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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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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