Integrations Decision Vault great aep
Decision Vault + great aep

Connect Decision Vault and great aep to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

great aep

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and great aep

Enable Integrations or automations with these events of Decision Vault and great aep

Actions

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).

Request a new Action for Decision Vault

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Decision Vault and great aep?

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

Can we customize how data from Decision Vault is recorded in great aep?

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

How often does the data sync between Decision Vault and great aep?

The data sync between Decision Vault and great aep 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 great aep?

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 great aep?

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

Learn More
great aep

About great aep

Great AEP is automated scheduling for insurance agents.

Learn More