Connect Decision Vault and ManyContacts to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Send WhatSapp Message
Add Contact Tag
Add Internal Note Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is added.
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).
Send WhatSapp Message
Send a WhatSapp message to a Number.
Add Contact Tag
add contact tags.
Add Internal Note Contact
Add an internal note(yellow card) in a conservation.
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Frequently Asked Questions
To start, connect both your Decision Vault and ManyContacts accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in ManyContacts (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in ManyContacts. This includes choosing which data fields go into which fields of ManyContacts, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and ManyContacts 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 ManyContacts. 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 ManyContacts
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
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