Integrations Decision Vault adestra
Decision Vault + adestra

Connect Decision Vault and adestra to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

adestra

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and adestra

Enable Integrations or automations with these events of Decision Vault and adestra

Actions

Search Matter

Search Matter

Pull information for a given matter (by id).

PreCreate Matter

PreCreate Matter

Action creates a new matter and returns an invite link to send to the client.

Get Contacts for Matter

Get Contacts for Matter

Pull contacts for a given matter (by id).

Request a new Action for Decision Vault

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Decision Vault and adestra?

To start, connect both your Decision Vault and adestra accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in adestra (or vice versa).

Can we customize how data from Decision Vault is recorded in adestra?

Absolutely. You can customize how Decision Vault data is recorded in adestra. This includes choosing which data fields go into which fields of adestra, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Decision Vault and adestra?

The data sync between Decision Vault and adestra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Decision Vault to adestra?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Decision Vault and adestra?

Yes, you can set conditional logic to control the flow of data between Decision Vault and adestra. 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.

Decision Vault

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 More
adestra

About adestra

Upland Adestra is an email automation software with optimized personalization to drive engagement and inbox placement.

Learn More