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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
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 Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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Frequently Asked Questions
To start, connect both your Decision Vault and Insighto.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Insighto.ai (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Insighto.ai. This includes choosing which data fields go into which fields of Insighto.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Insighto.ai 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 Insighto.ai. 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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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