Connect Decision Vault and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create Task
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
Enable Integrations or automations with these events of Decision Vault and LeadConnector
Enable Integrations or automations with these events of Decision Vault and LeadConnector
Actions
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 Task
Creates a new task.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Decision Vault and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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