
When this happens...

Automatically do this!
Bulk Run Tasks
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a task is finished successfully.
Triggers when a table export successfully .
Action is the task that follows automatically within your Decision Vault integrations.
Pull information for a given matter (by id).
Action creates a new matter and returns an invite link to send to the client.
Pull contacts for a given matter (by id).
Bulk runs up to 50,000 tasks using a robot.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Decision Vault and Browse AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Browse AI (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Browse AI. This includes choosing which data fields go into which fields of Browse AI, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Browse AI 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 Browse AI. 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.
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 MoreBrowse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.
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