Connect CleverReach and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CleverReach
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Enable Integrations or automations with these events of CleverReach and Decision Vault
Enable Integrations or automations with these events of CleverReach and Decision Vault
Actions
Get Forms
Get all existing forms
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).
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Frequently Asked Questions
To start, connect both your CleverReach and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how CleverReach 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 CleverReach 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 CleverReach 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 CleverReach
CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.
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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