Enable Integrations or automations with these events of Decision Vault and smartoffice
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).
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreSmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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