Integrations Decision Vault SquaredUp
Decision Vault + SquaredUp

Connect Decision Vault and SquaredUp to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

SquaredUp

Automatically do this!

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

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

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).

Create User

Create User

Create Tenent User.

Delete User

Delete User

Deleting the User using Email.

Search User

Search User

This action search user by email id.

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Frequently Asked Questions

How do I start an integration between Decision Vault and SquaredUp?

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

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

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

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

The data sync between Decision Vault and SquaredUp 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 SquaredUp?

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 SquaredUp?

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

About SquaredUp

SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.

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