Connect Aero Workflow and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Aero Workflow
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Enable Integrations or automations with these events of Aero Workflow and Decision Vault
Enable Integrations or automations with these events of Aero Workflow and Decision Vault
Actions
Get all Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
Find All Team Members
Gets a list of Team Member Names.
Create Task
Creates a new Aero Task.
Create Email Aero
Creates a new Aero Email.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Aero Workflow and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Aero Workflow triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Aero Workflow data is recorded in Decision Vault. This includes choosing which data fields go into which fields of Decision Vault, setting up custom formats, and filtering out unwanted information.
The data sync between Aero Workflow and Decision Vault 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 Aero Workflow and Decision Vault. 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 Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn MoreAbout 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.
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