Connect Decision Vault and SMTP to Build Intelligent Automations
Enable Integrations or automations with these events of Decision Vault and SMTP
Enable Integrations or automations with these events of Decision Vault and SMTP
Actions
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).
Send Email
Send a Message.
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Frequently Asked Questions
To start, connect both your Decision Vault and SMTP accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in SMTP (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in SMTP. This includes choosing which data fields go into which fields of SMTP, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and SMTP 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 SMTP. 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 SMTP
SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.
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