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Connect Decision Vault and Agiled

Integrate Decision Vault with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Available events for Decision Vault and Agiled

Full list

Supported Triggers & Actions

Everything you can automate between Decision Vault and Agiled.

When this happensTrigger

No trigger available

Do thisActions

Action is the task that follows automatically within your Decision Vault integrations.

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).

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

Create Contact

Create Contact

Create a contact with role lead

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Decision Vault
Decision Vault + Agiled
Decision Vault logo

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
Integrations Agiled
Agiled + Decision Vault
Agiled logo

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

Learn more

Frequently Asked Questions

How do I connect Decision Vault and Agiled?

Sign up for a free viaSocket account, then authorize both your Decision Vault and Agiled accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Decision Vault and Agiled as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Decision Vault to Agiled?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Agiled. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Decision Vault triggers actions in Agiled, and a separate workflow where Agiled triggers actions in Decision Vault. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Decision Vault and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Decision Vault and Agiled integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.