IntegrationsDecision VaultMicrosoft Viva Goals
Decision Vault + Microsoft Viva Goals

Connect Decision Vault and Microsoft Viva Goals to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

Microsoft Viva Goals

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and Microsoft Viva Goals

Enable Integrations or automations with these events of Decision Vault and Microsoft Viva Goals

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).

Request a new Action for Decision Vault

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Frequently Asked Questions

How do I start an integration between Decision Vault and Microsoft Viva Goals?

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

Can we customize how data from Decision Vault is recorded in Microsoft Viva Goals?

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

How often does the data sync between Decision Vault and Microsoft Viva Goals?

The data sync between Decision Vault and Microsoft Viva Goals 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 Microsoft Viva Goals?

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 Microsoft Viva Goals?

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

About Microsoft Viva Goals

Microsoft Viva Goals is a goal-setting and OKR management solution that aligns teams to your organization’s priorities, driving results and a thriving business.

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