Connect Decision Vault and SMS Partner to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Send SMS
Cancel Scheduled SMS
Create Contact
Enable Integrations or automations with these events of Decision Vault and SMS Partner
Enable Integrations or automations with these events of Decision Vault and SMS Partner
Actions
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).
Send SMS
Send SMS messages to one or more phone numbers immediately or at a scheduled time.
Cancel Scheduled SMS
Cancel a previously scheduled SMS using its Message ID.
Create Contact
Create a new contact within a group.
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Frequently Asked Questions
To start, connect both your Decision Vault and SMS Partner accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in SMS Partner (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in SMS Partner. This includes choosing which data fields go into which fields of SMS Partner, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and SMS Partner 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 SMS Partner. 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 SMS Partner
SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.
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