
When this happens...

Automatically do this!
List Account
List Businesses
List Account People
List Custom Fields
List Event
List Event Occurrence
List Form of Payment
List Franchisees
List Pack product
List Payment Configuration
List Person
List Plans
List Plan Products
List Services
List Staff Member
Update Person
Create Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new person is added to your business.
Triggers when a person is updated in your business.
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).
List all user's account details
List all Businesses
List account people.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 pike13 accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in pike13 (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in pike13. This includes choosing which data fields go into which fields of pike13, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and pike13 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 pike13. 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 MoreThe mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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