Connect Decision Vault and Common Room to Build Intelligent Automations
Enable Integrations or automations with these events of Decision Vault and Common Room
Enable Integrations or automations with these events of Decision Vault and Common Room
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).
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
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Frequently Asked Questions
To start, connect both your Decision Vault and Common Room accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Common Room (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Common Room. This includes choosing which data fields go into which fields of Common Room, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Common Room 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 Common Room. 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.
Learn MoreAbout Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
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