Connect roi4presenter and Dovetail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for roi4presenter
Choose an Action
Automatically do this!
Create Note
Create Data Point
Add Data to Project
List Tags
List Insights
List Contacts
List Notes
List highlights
List Data
List projects
Add Contact
Enable Integrations or automations with these events of roi4presenter and Dovetail
Enable Integrations or automations with these events of roi4presenter and Dovetail
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 roi4presenter and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in roi4presenter triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how roi4presenter 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.
The data sync between roi4presenter and Dovetail 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 roi4presenter 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.
About roi4presenter
ROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.
Learn MoreAbout 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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