Connect Decision Vault and Docusign
Integrate Decision Vault with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when New Envelope Completed in DocuSign
PreCreate Matter in Decision Vault when New Envelope Completed in DocuSign
Get Contacts for Matter from Decision Vault when New Envelope Completed in DocuSign
Search Matter in Decisionvault when New Envelope Sent in DocuSign
PreCreate Matter in Decision Vault when New Envelope Sent in DocuSign
Popular Decision Vault + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
Decision Vault
When this happens...
- Request a new Trigger for Decision Vault
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Search Matter in Decisionvault when New Envelope Completed in DocuSign
Use this flowPreCreate Matter in Decision Vault when New Envelope Completed in DocuSign
Use this flowGet Contacts for Matter from Decision Vault when New Envelope Completed in DocuSign
Use this flowSearch Matter in Decisionvault when New Envelope Sent in DocuSign
Use this flowPreCreate Matter in Decision Vault when New Envelope Sent in DocuSign
Use this flowGet Contacts for Matter from Decision Vault when New Envelope Sent in DocuSign
Use this flowSearch Matter in Decisionvault when New Envelope Created in DocuSign
Use this flowPreCreate Matter in Decision Vault when New Envelope Created in DocuSign
Use this flowGet Contacts for Matter from Decision Vault when New Envelope Created in DocuSign
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
Do thisActions
Action is the task that follows automatically within your Decision Vault integrations.
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
Get Contacts for Matter
Pull contacts for a given matter (by id).
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
Learn moreSimilar apps
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Decision Vault and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in Docusign, and a separate workflow where Docusign triggers actions in Decision Vault. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Decision Vault and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
