Enable Integrations or automations with these events of Decision Vault and Heights Platform
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).
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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 Heights Platform accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Heights Platform (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Heights Platform. This includes choosing which data fields go into which fields of Heights Platform, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Heights Platform 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 Heights Platform. 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 MoreHeights Platform is online course building software that helps you host and build the most powerful online school to sell your courses and digital products.
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