Connect Decision Vault and Flodesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Remove the subscriber from segments
Add the subscriber to segments
Find a subscriber
Unsubscribe Subscriber
Create/Update Subscriber
List all subscribers
List all Segments
List all Segments Colour
List workflows
Add Existing Subscriber to Workflow
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
A new subscriber created
Triggers when a new subscriber is created.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
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).
Remove the subscriber from segments
Remove subscriber from a specific segments.
Add the subscriber to segments
Add an subscriber to the specific segments.
Find a subscriber
Find a subscriber by its email address or id.
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Frequently Asked Questions
To start, connect both your Decision Vault and Flodesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Flodesk (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Flodesk. This includes choosing which data fields go into which fields of Flodesk, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Flodesk 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 Flodesk. 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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
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