Connect Decision Vault and Plunk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create Contact
Create Campaign
Track Event
Send Campaign
Update Contact
Ready to use Decision Vault and Plunk automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when a new contact is added in Plunk.
Contact Is Updated
Runs when a contact is updated in Plunk.
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 Contact
Adds a new contact to Plunk or updates an existing contact.
Create Campaign
Creates a new campaign in Plunk to start outreach and track results.
Track Event
Record an activity in Plunk so it is saved and visible in your account.
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Frequently Asked Questions
To start, connect both your Decision Vault and Plunk accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Plunk (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Plunk. This includes choosing which data fields go into which fields of Plunk, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Plunk 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 Decision Vault and Plunk. 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.
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 MoreAbout Plunk
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
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