
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Action is the task that follows automatically within your Symbl.ai integrations.
Submit text to create a conversation and process the content.
Append text to a conversation that you previously processed.
Submit audio using a URL to create a conversation and process the content.
Append audio to an existing conversation using a URL and process the content.
Submit video using a URL to create a conversation and process the content.
Returns a list of conversations that you previously processed.

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To start, connect both your Symbl.ai and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in Symbl.ai triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how Symbl.ai 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 Symbl.ai 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 Symbl.ai 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.
Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.
Learn MoreDovetail 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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