Connect Decision Vault and Nimble to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

Nimble

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is added to Nimble.

New Task

New Task

Triggers when a new task is added to Nimble.

Request a new Trigger for Decision Vault

Do thisActions

Action is the task that follows automatically within your Decision Vault integrations.

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).

Create Task

Create Task

Create a new task.

List Users

List Users

Get all Users

List Contact

List Contact

Returns list of contacts

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Frequently Asked Questions

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

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

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

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

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

The data sync between Decision Vault and Nimble 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 Nimble?

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 Nimble?

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

About Nimble

Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.

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