Integrations Decision Vault CoffeeCup App
Decision Vault + CoffeeCup App

Connect Decision Vault and CoffeeCup App to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

CoffeeCup App

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and CoffeeCup App

Enable Integrations or automations with these events of Decision Vault and CoffeeCup App

Actions

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).

Request a new Action for Decision Vault

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Decision Vault and CoffeeCup App?

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

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

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

How often does the data sync between Decision Vault and CoffeeCup App?

The data sync between Decision Vault and CoffeeCup App 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 CoffeeCup App?

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 CoffeeCup App?

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

Learn More
CoffeeCup App

About CoffeeCup App

Coffeecup is an extension for your product management software that supercharges your workflow with budget, cost- and team capacity management and billing.

Learn More