Integrations Decision Vault Conversion Chats
Decision Vault + Conversion Chats

Connect Decision Vault and Conversion Chats to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

Conversion Chats

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Enable Integrations or automations with these events of Decision Vault and Conversion Chats

Enable Integrations or automations with these events of Decision Vault and Conversion Chats

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).

Send Template Message

Send Template Message

Sends WhatsApp message using template.

Create Contacts

Create Contacts

Add the contact details into the database and can select the specific group to add contacts in conversion chats.

Update Contacts

Update Contacts

Update the contact details into the database and can select the specific group to add contacts in conversion chats.

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Frequently Asked Questions

How do I start an integration between Decision Vault and Conversion Chats?

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

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

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

How often does the data sync between Decision Vault and Conversion Chats?

The data sync between Decision Vault and Conversion Chats 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 Conversion Chats?

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 Conversion Chats?

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

About Conversion Chats

Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.

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