Integrations Decision Vault meetime
Decision Vault + meetime

Connect Decision Vault and meetime to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

meetime

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

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

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 meetime?

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

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

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

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

The data sync between Decision Vault and meetime 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 meetime?

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 meetime?

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

About meetime

Meetime Inside Sales Platform. With Meetime you can create Workflows for sales prospects. Meetime organizes the activities of your sales development representatives based on the cadences you set up, according to the type of clients you want to reach. We also integrate with your CRM to keep your data always on sync.

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