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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggered when you add a new account.
Do thisActions
Action is the task that follows automatically within your Decision Vault integrations.
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 Account
Create a new account
Update an Account
Update an existiing account by account code.
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Frequently Asked Questions
To start, connect both your Decision Vault and Recurly accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Recurly (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Recurly. This includes choosing which data fields go into which fields of Recurly, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Recurly 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 Recurly. 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 Recurly
Recurly provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.
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