Connect Decision Vault and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Enable Integrations or automations with these events of Decision Vault and OnePage CRM
Enable Integrations or automations with these events of Decision Vault and OnePage CRM
Actions
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).
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
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Frequently Asked Questions
To start, connect both your Decision Vault and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and OnePage CRM 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 OnePage CRM. 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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