Integrations Decision Vault setschedule
Decision Vault + setschedule

Connect Decision Vault and setschedule to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

setschedule

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Enable Integrations or automations with these events of Decision Vault and setschedule

Enable Integrations or automations with these events of Decision Vault and setschedule

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 setschedule?

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

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

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

How often does the data sync between Decision Vault and setschedule?

The data sync between Decision Vault and setschedule 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 setschedule?

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 setschedule?

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

About setschedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

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