Connect Decision Vault and CallRail
Integrate Decision Vault with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when Inbound Call Arrives in CallRail
Search Matter in Decisionvault when Text Message Sent via CallRail
Search Matter in Decisionvault when Outbound Call Ends in CallRail
Search Matter in Decisionvault when Call Routing Completes in CallRail
Search Matter in Decisionvault when Call Modified in CallRail
Popular Decision Vault + CallRail 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
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Search Matter in Decisionvault when Inbound Call Arrives in CallRail
Use this flowSearch Matter in Decisionvault when Text Message Sent via CallRail
Use this flowSearch Matter in Decisionvault when Outbound Call Ends in CallRail
Use this flowSearch Matter in Decisionvault when Call Routing Completes in CallRail
Use this flowSearch Matter in Decisionvault when Call Modified in CallRail
Use this flowSearch Matter in Decisionvault when Text Message Received in CallRail
Use this flowSearch Matter in Decisionvault when New Form Submission in CallRail
Use this flowSearch Matter in Decisionvault when Outbound Call Modified in CallRail
Use this flowPreCreate Matter in Decision Vault when Inbound Call Arrives in CallRail
Use this flowPreCreate Matter in Decision Vault when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and CallRail.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
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 Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
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.
Learn moreSimilar apps
About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and CallRail 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 CallRail 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 CallRail. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in CallRail, and a separate workflow where CallRail 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 CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
