Connect Decision Vault and Roborabbit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create Run
Ready to use Decision Vault and Roborabbit automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Run
Runs when new run is created
New Task
Runs when new task is created
Run Finished
Runs when Run Finishes
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 Run
Start a run for a task to execute its automation.
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Frequently Asked Questions
To start, connect both your Decision Vault and Roborabbit accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Roborabbit (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Roborabbit. This includes choosing which data fields go into which fields of Roborabbit, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Roborabbit 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 Roborabbit. 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 Roborabbit
Roborabbit is an innovative platform designed to streamline automation processes, enhancing productivity and efficiency for users across various industries.
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