Connect Decision Vault and Pipl.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Enable Integrations or automations with these events of Decision Vault and Pipl.ai
Enable Integrations or automations with these events of Decision Vault and Pipl.ai
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).
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
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Frequently Asked Questions
To start, connect both your Decision Vault and Pipl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Pipl.ai (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Pipl.ai. This includes choosing which data fields go into which fields of Pipl.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Pipl.ai 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 Pipl.ai. 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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
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