Connect Decision Vault and Advantage Orientation to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
- Request a new Action for Advantage Orientation
Enable Integrations or automations with these events of Decision Vault and Advantage Orientation
Enable Integrations or automations with these events of Decision Vault and Advantage Orientation
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).
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Frequently Asked Questions
To start, connect both your Decision Vault and Advantage Orientation accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Advantage Orientation (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Advantage Orientation. This includes choosing which data fields go into which fields of Advantage Orientation, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Advantage Orientation 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 Advantage Orientation. 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 Advantage Orientation
Advantage Orientation is a SaaS platform providing orientation content delivery in fun interactive ways. This integration provides access to completion information.
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