
When this happens...

Automatically do this!
Add a Customer
Add a Lead
Add a Booking
Get Company
List Users
List Customer
List Phone Type
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Trigger when an existing customer is updated.
Action is the task that follows automatically within your Decision Vault integrations.
Pull information for a given matter (by id).
Action creates a new matter and returns an invite link to send to the client.
Pull contacts for a given matter (by id).
Adds a new customer to GorillaDesk.
Adds a new lead to GorillaDesk.
Adds a new event inside GorillaDesk with the status pending booking on the schedule.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Decision Vault and GorillaDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in GorillaDesk (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in GorillaDesk. This includes choosing which data fields go into which fields of GorillaDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and GorillaDesk 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 GorillaDesk. 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.
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 MoreGorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
Learn More