Connect Decision Vault and Sales Play to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Find Categories
Create or update a category
Find Products
Create or update a SingleProduct
Enable Integrations or automations with these events of Decision Vault and Sales Play
Enable Integrations or automations with these events of Decision Vault and Sales Play
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).
Find Categories
Find the list of categories from SalesPlay POS.
Create or update a category
create or update a category from SalesPlay POS.
Find Products
Find products available in SalesPlay POS.
Know More About Decisionvault and Sales Play Integrations
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Frequently Asked Questions
To start, connect both your Decision Vault and Sales Play accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Sales Play (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Sales Play. This includes choosing which data fields go into which fields of Sales Play, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Sales Play 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 Sales Play. 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 Sales Play
SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.
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