Connect Decision Vault and SmartTask
Integrate Decision Vault with SmartTask to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when New Contact in SmartTask
Search Matter in Decisionvault when New Task in SmartTask
Search Matter in Decisionvault when Task Completion in SmartTask
Search Matter in Decisionvault when Task Comment Added in SmartTask
Get Contacts for Matter from Decision Vault when New Contact in SmartTask
Popular Decision Vault + SmartTask flows
Start from a real workflow other teams are already running.
Choose a trigger
Decision Vault
When this happens...
- Request a new Trigger for Decision Vault
Choose an action
SmartTask
Automatically do this!
List Organizations
Create Task
List User
List Project
Add Comment to Task
Create Contact
Complete a Task
Search Matter in Decisionvault when New Contact in SmartTask
Use this flowSearch Matter in Decisionvault when New Task in SmartTask
Use this flowSearch Matter in Decisionvault when Task Completion in SmartTask
Use this flowSearch Matter in Decisionvault when Task Comment Added in SmartTask
Use this flowGet Contacts for Matter from Decision Vault when New Contact in SmartTask
Use this flowGet Contacts for Matter from Decision Vault when New Task in SmartTask
Use this flowGet Contacts for Matter from Decision Vault when Task Completion in SmartTask
Use this flowGet Contacts for Matter from Decision Vault when Task Comment Added in SmartTask
Use this flowPreCreate Matter in Decision Vault when New Contact in SmartTask
Use this flowPreCreate Matter in Decision Vault when New Task in SmartTask
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and SmartTask.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
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).
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and SmartTask accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Decision Vault and SmartTask as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SmartTask. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in SmartTask, and a separate workflow where SmartTask triggers actions in Decision Vault. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Decision Vault and SmartTask. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and SmartTask integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
