Integrations Decision Vault Serio Verify
Decision Vault + Serio Verify

Connect Decision Vault and Serio Verify to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

Serio Verify

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Enable Integrations or automations with these events of Decision Vault and Serio Verify

Enable Integrations or automations with these events of Decision Vault and Serio Verify

Actions

Search Matter

Search Matter

Pull information for a given matter (by id).

PreCreate Matter

PreCreate Matter

Action creates a new matter and returns an invite link to send to the client.

Get Contacts for Matter

Get Contacts for Matter

Pull contacts for a given matter (by id).

Request a new Action for Decision Vault

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Frequently Asked Questions

How do I start an integration between Decision Vault and Serio Verify?

To start, connect both your Decision Vault and Serio Verify accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Serio Verify (or vice versa).

Can we customize how data from Decision Vault is recorded in Serio Verify?

Absolutely. You can customize how Decision Vault data is recorded in Serio Verify. This includes choosing which data fields go into which fields of Serio Verify, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Decision Vault and Serio Verify?

The data sync between Decision Vault and Serio Verify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Decision Vault to Serio Verify?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Decision Vault and Serio Verify?

Yes, you can set conditional logic to control the flow of data between Decision Vault and Serio Verify. 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.

Decision Vault

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.

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Serio Verify

About Serio Verify

Serio Verify is your software platform for lead management. Predict your conversion with AI, automatically validate and enrich your leads and get relevant statistics, so you can make the right strategic decisions. 100% GDPR compliant - all the way.

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