Integrations Decision Vault EyeLevel AI
Decision Vault + EyeLevel AI

Connect Decision Vault and EyeLevel AI to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

EyeLevel AI

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

New Bucket

New Bucket

Trigger when new bucket is created.

Request a new Trigger for Decision Vault

Do thisActions

Action is the task that follows automatically within your Decision Vault integrations.

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).

Create Bucket

Create Bucket

Creates a Bucket.

Update Bucket

Update Bucket

Update an existing bucket.

Delete Bucket

Delete Bucket

Delete an existing bucket.

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Frequently Asked Questions

How do I start an integration between Decision Vault and EyeLevel AI?

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

Can we customize how data from Decision Vault is recorded in EyeLevel AI?

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

How often does the data sync between Decision Vault and EyeLevel AI?

The data sync between Decision Vault and EyeLevel AI 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 EyeLevel AI?

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 EyeLevel AI?

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

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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