Integrations Decision Vault SOS Inventory
Decision Vault + SOS Inventory

Connect Decision Vault and SOS Inventory to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

SOS Inventory

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and SOS Inventory

Enable Integrations or automations with these events of Decision Vault and SOS Inventory

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).

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

Find Customer

Find Customer

Find a customer by name or email.

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Frequently Asked Questions

How do I start an integration between Decision Vault and SOS Inventory?

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

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

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

How often does the data sync between Decision Vault and SOS Inventory?

The data sync between Decision Vault and SOS Inventory 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 SOS Inventory?

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 SOS Inventory?

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

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

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