Connect Decision Vault and club-management-u to Build Intelligent Automations
Enable Integrations or automations with these events of Decision Vault and club-management-u
Enable Integrations or automations with these events of Decision Vault and club-management-u
Actions
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).
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Frequently Asked Questions
To start, connect both your Decision Vault and club-management-u accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in club-management-u (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in club-management-u. This includes choosing which data fields go into which fields of club-management-u, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and club-management-u 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 club-management-u. 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.
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 club-management-u
Club Management 4 U is a Club Management Application to help you manage the full customer journey of all of your leads and customers no matter what type of sports club you run.
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