Connect Decision Vault and Saleshandy to Build Intelligent Automations
Enable Integrations or automations with these events of Decision Vault and Saleshandy
Enable Integrations or automations with these events of Decision Vault and Saleshandy
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).
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
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Frequently Asked Questions
To start, connect both your Decision Vault and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Saleshandy 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 Saleshandy. 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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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