Connect Steady and Dovetail to Build Intelligent Automations

Choose a Trigger

Steady

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 Steady

Do thisActions

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

Get User Info

Get User Info

Get user's information

Add Newsletter Subscriber

Add Newsletter Subscriber

Sends a double-opt-in email to a prospective newsletter subscriber.

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

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Steady and Dovetail?

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

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

Absolutely. You can customize how Steady 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 Steady and Dovetail?

The data sync between Steady 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 Steady 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 Steady and Dovetail?

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

Steady

About Steady

Steady is a financial service app that helps users find part-time and gig economy jobs, manage their income, and achieve financial stability.

Learn More
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.

Learn More