Connect Decision Vault and Autoboat
Integrate Decision Vault with Autoboat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Supported Triggers & Actions
Everything you can automate between Decision Vault and Autoboat.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Decision Vault integrations.
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 Message
Send text, media (image, video, audio, document), location, reactions, or interactive messages (buttons, lists, CTAs) to a contact or phone number via WhatsApp.
Send Template Message
Send a pre-approved WhatsApp template to a contact or phone number. Optionally populate template variables and include header media, location, or button URLs.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
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About Autoboat
Autoboat is an official Meta partner offering an all-in-one WhatsApp Business platform with Official WhatsApp API, interactive WhatsApp Mini-Apps, in-chat UPI/Card payments, shared multi-agent inbox, AI chatbots, lead CRM with source attribution, and marketing automation. Businesses can launch storefronts, bookings, forms, and payments directly inside WhatsApp, run broadcasts, route conversations by department, embed a WhatsApp web chat widget, and track ROI end-to-end—all without coding.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and Autoboat 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.
Yes. viaSocket uses instant triggers where available, so data moves between Decision Vault and Autoboat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Autoboat. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in Autoboat, and a separate workflow where Autoboat triggers actions in Decision Vault. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Decision Vault and Autoboat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and Autoboat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
