
When this happens...

Automatically do this!
Create Task
Update Task
Find Tasks By Id or Name
Create Comment
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Task is Created.
Trigger when new task is created or Updated.
Trigger when new Comment is Created.
Trigger when new Propject is Created.
Action is the task that follows automatically within your Decision Vault integrations.
Pull information for a given matter (by id).
Action creates a new matter and returns an invite link to send to the client.
Pull contacts for a given matter (by id).
Creates a New Task.
Updates an Existing Task.
Find an Existing Task.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Decision Vault and Nozbe accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Nozbe (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Nozbe . This includes choosing which data fields go into which fields of Nozbe , setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Nozbe 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 Nozbe . 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.
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 MoreNozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
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