Connect Routee and Dovetail to Build Intelligent Automations

Choose a Trigger

Routee

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 contact added

New contact added

Start a workflow for each contact added to your Routee account.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Routee

Do thisActions

Action is the task that follows automatically within your Routee integrations.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

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Frequently Asked Questions

How do I start an integration between Routee and Dovetail?

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

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

Absolutely. You can customize how Routee 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 Routee and Dovetail?

The data sync between Routee 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 Routee 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 Routee and Dovetail?

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

Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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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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