Integrations Decision Vault magnetis
Decision Vault + magnetis

Connect Decision Vault and magnetis to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

magnetis

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

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

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).

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Frequently Asked Questions

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

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

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

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

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

The data sync between Decision Vault and magnetis 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 magnetis?

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 magnetis?

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

About magnetis

Magnetis Call-tracking is a ROI solution which permits your company to follow and analyse its incoming calls. Thanks to the data collected, you get a precise and reliable insight of the performance of each channel or operation of communication that you use in your strategy.

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