Connect insites and Dovetail to Build Intelligent Automations

Choose a Trigger

insites

When this happens...

Choose an Action

Dovetail

Automatically do this!

Enable Integrations or automations with these events of insites and Dovetail

Enable Integrations or automations with these events of insites and Dovetail

Triggers

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for insites

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 insites and Dovetail?

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

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

Absolutely. You can customize how insites 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 insites and Dovetail?

The data sync between insites 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 insites 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 insites and Dovetail?

Yes, you can set conditional logic to control the flow of data between insites 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.

insites

About insites

Insites automates your research and provides a comprehensive digital marketing audit in under 60 seconds.

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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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