
When this happens...

Automatically do this!
Get Account User
List Events
List Scheduling Links
List Time Zones
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new event is created
Trigger when an event is canceled
Trigger when an event is rescheduled.
Action is the task that follows automatically within your Decision Vault integrations.
Pull information for a given matter (by id).
Action creates a new matter and returns an invite link to send to the client.
Pull contacts for a given matter (by id).
Get existing account user details
Get a list of your events scheduled via SavvyCal.
Get a list of scheduling links.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Decision Vault and Savvycal accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Savvycal (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Savvycal. This includes choosing which data fields go into which fields of Savvycal, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Savvycal 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 Savvycal. 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.
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 MoreSavvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
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