Connect Decision Vault and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
Ready to use Decision Vault and Float automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Triggers when a new milestone is created.
New Person
Triggers when a new milestone is person.
New Phase
Triggers when a new phase is created.
New Project
Triggers when a new project is created.
New Project Task
Triggers when a new project task is created.
Updated Project Task
Triggers when a project task is modified.
Do thisActions
Action is the task that follows automatically within your Decision Vault integrations.
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).
Create Client
creates a new client.
List All Clients
Retrieves the list of all clients
List All Department
Retrieves the list of all department.
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Frequently Asked Questions
To start, connect both your Decision Vault and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Float (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Float 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 Float. 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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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