Connect ChatbotAI partner and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
When New Account Created
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Ready to use ChatbotAI partner and Decision Vault automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When New Account Created
When a user creates an account
Do thisActions
Action is the task that follows automatically within your ChatbotAI partner integrations.
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
Create Magic Link
Generate a one-time sign-in link
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.
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Frequently Asked Questions
To start, connect both your ChatbotAI partner and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how ChatbotAI partner 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 ChatbotAI partner 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 ChatbotAI partner 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 ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
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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