Connect Decision Vault and salesviewer to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
- Request a new Action for salesviewer
Enable Integrations or automations with these events of Decision Vault and salesviewer
Enable Integrations or automations with these events of Decision Vault and salesviewer
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).
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Decision Vault and salesviewer accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in salesviewer (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in salesviewer. This includes choosing which data fields go into which fields of salesviewer, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and salesviewer 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 salesviewer. 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 salesviewer
SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
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