Connect Decision Vault and Libeo to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

Libeo

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and Libeo

Enable Integrations or automations with these events of Decision Vault and Libeo

Actions

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).

Delete Invoice

Delete Invoice

Deletes an invoice

Create Invoice

Create Invoice

Creates an Invoice ready to be paid.

Create Supplier

Create Supplier

Creates a new supplier

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Frequently Asked Questions

How do I start an integration between Decision Vault and Libeo?

To start, connect both your Decision Vault and Libeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Libeo (or vice versa).

Can we customize how data from Decision Vault is recorded in Libeo?

Absolutely. You can customize how Decision Vault data is recorded in Libeo. This includes choosing which data fields go into which fields of Libeo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Decision Vault and Libeo?

The data sync between Decision Vault and Libeo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Decision Vault to Libeo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Decision Vault and Libeo?

Yes, you can set conditional logic to control the flow of data between Decision Vault and Libeo. 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.

Decision Vault

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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Libeo

About Libeo

Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.

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