Connect Decision Vault and Productlane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create Note
Create Contact
Create Company
Delete Company
Create Segment
Delete Contact
Ready to use Decision Vault and Productlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
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 Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
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Frequently Asked Questions
To start, connect both your Decision Vault and Productlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Productlane (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Productlane. This includes choosing which data fields go into which fields of Productlane, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Productlane 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 Productlane. 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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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