Connect SMS and Dovetail to Build Intelligent Automations

Choose a Trigger

SMS

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 Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for SMS

Do thisActions

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

Send SMS

Send SMS

Sends a new SMS message to a 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.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

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Frequently Asked Questions

How do I start an integration between SMS and Dovetail?

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

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

Absolutely. You can customize how SMS 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 SMS and Dovetail?

The data sync between SMS 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 SMS 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 SMS and Dovetail?

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

SMS

About SMS

MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.

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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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