Enable Integrations or automations with these events of weworkbook and Dovetail
Triggers when a new project is created
Add Data to Project.
List of all tags associated with a workspace
List of insights associated with a workspace.
List of contacts within a workspace.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your weworkbook and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in weworkbook triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how weworkbook 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 weworkbook 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 weworkbook 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.
Weworkbook is an Australian-owned Student Management System created to help training organisations increase revenue and streamline workflows.
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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