Connect Systeme.io and Dovetail to Build Intelligent Automations

Choose a Trigger

Systeme.io

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

New Contact

Triggers when a new contact is created.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Systeme.io

Do thisActions

Action is the task that follows automatically within your Systeme.io integrations.

Assign a Tag to a Contact

Assign a Tag to a Contact

Assigns a Tag to a Contact.

Create/Update a Contact

Create/Update a Contact

Create or Update contact by Email.

Search Contact by Email

Search Contact by Email

Get a contact by email.

Grant access to course

Grant access to course

Grants access to a existing course.

Create Note

Create Note

Create Data Point

Create Data Point

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Frequently Asked Questions

How do I start an integration between Systeme.io and Dovetail?

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

Can we customize how data from Systeme.io is recorded in Dovetail?

Absolutely. You can customize how Systeme.io 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 Systeme.io and Dovetail?

The data sync between Systeme.io 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 Systeme.io 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 Systeme.io and Dovetail?

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

Systeme.io

About Systeme.io

Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.

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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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