Integrations Decision Vault skyler360
Decision Vault + skyler360

Connect Decision Vault and skyler360 to Build Intelligent Automations

Choose a Trigger

Decision Vault

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Choose an Action

skyler360

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Enable Integrations or automations with these events of Decision Vault and skyler360

Enable Integrations or automations with these events of Decision Vault and skyler360

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 skyler360?

To start, connect both your Decision Vault and skyler360 accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in skyler360 (or vice versa).

Can we customize how data from Decision Vault is recorded in skyler360?

Absolutely. You can customize how Decision Vault data is recorded in skyler360. This includes choosing which data fields go into which fields of skyler360, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Decision Vault and skyler360?

The data sync between Decision Vault and skyler360 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 skyler360?

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 skyler360?

Yes, you can set conditional logic to control the flow of data between Decision Vault and skyler360. 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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skyler360

About skyler360

SkylerAI is a conversational AI platform

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