Connect Decision Vault and custom gateway oms to Build Intelligent Automations
Enable Integrations or automations with these events of Decision Vault and custom gateway oms
Enable Integrations or automations with these events of Decision Vault and custom gateway oms
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 custom gateway oms accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in custom gateway oms (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in custom gateway oms. This includes choosing which data fields go into which fields of custom gateway oms, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and custom gateway oms 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 custom gateway oms. 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 custom gateway oms
Custom Gateway is a system for creating artwork and managing / distributing orders for personalized and print on demand products.
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