Connect Decision Vault and Callingly
Integrate Decision Vault with Callingly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when Call Ends in Callingly
PreCreate Matter in Decision Vault when Call Ends in Callingly
Get Contacts for Matter from Decision Vault when Call Ends in Callingly
Search Matter in Decisionvault when New Lead Is Created in Callingly
PreCreate Matter in Decision Vault when New Lead Is Created in Callingly
Popular Decision Vault + Callingly flows
Start from a real workflow other teams are already running.
Choose a trigger
Decision Vault
When this happens...
- Request a new Trigger for Decision Vault
Choose an action
Callingly
Automatically do this!
Create Client
Call Lead
Schedule Call
Create Team
Search Matter in Decisionvault when Call Ends in Callingly
Use this flowPreCreate Matter in Decision Vault when Call Ends in Callingly
Use this flowGet Contacts for Matter from Decision Vault when Call Ends in Callingly
Use this flowSearch Matter in Decisionvault when New Lead Is Created in Callingly
Use this flowPreCreate Matter in Decision Vault when New Lead Is Created in Callingly
Use this flowGet Contacts for Matter from Decision Vault when New Lead Is Created in Callingly
Use this flowSearch Matter in Decisionvault when Lead Is Updated in Callingly
Use this flowPreCreate Matter in Decision Vault when Lead Is Updated in Callingly
Use this flowGet Contacts for Matter from Decision Vault when Lead Is Updated in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and Callingly.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
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).
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
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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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.
Learn moreSimilar apps
About Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and Callingly 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 Callingly 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 Callingly. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in Callingly, and a separate workflow where Callingly 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 Callingly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and Callingly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
