
When this happens...
New contact Arrives

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.
runs when new contact arrives
Triggers when a new project is created
Action is the task that follows automatically within your Tiledesk integrations.
Add a new Contact to Tiledesk.
Send a message into a support ticket or conversation
Invite a new team member by email and set their role
Add a reusable message (title and text) to use in chats.
Create a tag to organize conversations
Create a new support request with an initial message.

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To start, connect both your Tiledesk and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in Tiledesk triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how Tiledesk 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 Tiledesk 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 Tiledesk 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.
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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.
Learn More