Enable Integrations or automations with these events of Decision Vault and bookly
Pull information for a given matter (by id).
Action creates a new matter and returns an invite link to send to the client.
Pull contacts for a given matter (by id).
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Decision Vault and bookly accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in bookly (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in bookly. This includes choosing which data fields go into which fields of bookly, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and bookly 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 bookly. 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.
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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