Connect Decision Vault and Less Annoying CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
List All Contacts
List All Notes
List All Teams
Create Contact
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact
Ready to use Decision Vault and Less Annoying CRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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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.
New Company
Triggers when a new company is created.
New File
Triggers when new file is attach to an contact.
New Note
Triggers when a new note is attach to a contact.
New Event
Triggers when a new event is created.
New Task
Triggers when a new task 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).
List All Contacts
Retrieves the list of all contacts
List All Notes
Retrieves the list of all notes
List All Teams
Retrieves the list of all teams
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Frequently Asked Questions
To start, connect both your Decision Vault and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Less Annoying CRM 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 Less Annoying CRM. 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 Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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