Connect Decision Vault and Loops.so to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Delete a contact
Find a contact
Update a contact in mailing list
Create a contact in mailing list
Send Event
Delete Contact
Create contact property
Enable Integrations or automations with these events of Decision Vault and Loops.so
Enable Integrations or automations with these events of Decision Vault and Loops.so
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).
Delete a contact
Delete a contact by email address.
Find a contact
Find a contact by email address.
Update a contact in mailing list
Update a contact using email id
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Frequently Asked Questions
To start, connect both your Decision Vault and Loops.so accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Loops.so (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Loops.so. This includes choosing which data fields go into which fields of Loops.so, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Loops.so 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 Loops.so. 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 Loops.so
Loops is a platform designed to streamline and automate your business workflows, enhancing productivity and efficiency. It offers a range of tools to create, manage, and optimize various processes within your organization.
Learn More
