Connect Decision Vault and Microsoft Sharepoint to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
Do thisActions
Action is the task that follows automatically within your Decision Vault integrations.
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 a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Decision Vault and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Microsoft Sharepoint 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 Microsoft Sharepoint. 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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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