Integrations Decision Vault Iterate
Decision Vault + Iterate
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Supported Triggers & Actions

Everything you can automate between Decision Vault and Iterate.

When this happensTriggers

A trigger is an event that starts a workflow.

When a survey question is answered

When a survey question is answered

Runs the workflow automatically whenever a question in the selected survey is answered.

When a survey response is submitted

When a survey response is submitted

Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.

Request a new Trigger for Decision Vault

Do thisActions

Action is the task that follows automatically within your Decision Vault integrations.

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).

Add User to Survey

Add User to Survey

Add user to a survey

List Surveys

List Surveys

Show all survey forms

Get Survey Responses

Get Survey Responses

Retrieve responses for a survey

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Decision Vault
Decision Vault + Iterate
Decision Vault logo

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.

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Integrations Iterate
Iterate + Decision Vault
Iterate logo

About Iterate

Iterate helps teams collect customer feedback and insights through targeted surveys and forms.

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Frequently Asked Questions

How do I connect Decision Vault and Iterate?

Sign up for a free viaSocket account, then authorize both your Decision Vault and Iterate accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Decision Vault and Iterate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Decision Vault to Iterate?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Iterate. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Decision Vault triggers actions in Iterate, and a separate workflow where Iterate triggers actions in Decision Vault. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Decision Vault and Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Decision Vault and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.