Integrations Decision Vault ClickUp
Decision Vault + ClickUp

Connect Decision Vault and ClickUp to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

ClickUp

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Folder

New Folder

Triggers when a new folder is created.

New List

New List

Triggers when a new list is created.

New Task

New Task

Triggers when a new task is created.

Task Updated

Task Updated

Triggers when a task is updated.

Request a new Trigger for Decision Vault

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).

Get all Lists

Get all Lists

Get all lists in a folder

Get all Teams

Get all Teams

Get a list of all teams

Get all Spaces

Get all Spaces

Get a list of all spaces

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Frequently Asked Questions

How do I start an integration between Decision Vault and ClickUp?

To start, connect both your Decision Vault and ClickUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in ClickUp (or vice versa).

Can we customize how data from Decision Vault is recorded in ClickUp?

Absolutely. You can customize how Decision Vault data is recorded in ClickUp. This includes choosing which data fields go into which fields of ClickUp, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Decision Vault and ClickUp?

The data sync between Decision Vault and ClickUp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Decision Vault to ClickUp?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Decision Vault and ClickUp?

Yes, you can set conditional logic to control the flow of data between Decision Vault and ClickUp. 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.

Decision Vault

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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ClickUp

About ClickUp

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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