Connect Decision Vault and Togile
Integrate Decision Vault with Togile to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Decision Vault + Togile 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
Togile
Automatically do this!
Create Lead
Create Company
Create Contact
Update Deal
Update Lead
Get All Products and Services
Create User
Create New Task
Get Deal Pipelines
Get Lead Pipelines
Search Matter in Decisionvault when New Lead in Togile
Use this flowPreCreate Matter in Decision Vault when New Lead in Togile
Use this flowGet Contacts for Matter from Decision Vault when New Lead in Togile
Use this flowSearch Matter in Decisionvault when New Contact in Togile
Use this flowPreCreate Matter in Decision Vault when New Contact in Togile
Use this flowGet Contacts for Matter from Decision Vault when New Contact in Togile
Use this flowSearch Matter in Decisionvault when Edit Lead in Togile
Use this flowPreCreate Matter in Decision Vault when Edit Lead in Togile
Use this flowGet Contacts for Matter from Decision Vault when Edit Lead in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and Togile .
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
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).
Create Lead
Create a new lead and populate standard and additional lead fields from selectable options.
Create Company
Create a new company and set name, email, phone, owner, source, and custom fields.
Create Contact
Create a contact with name, email, and phone (parses +country code). Optionally set owner, source, and custom fields.
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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AI will build it for you
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 Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and Togile 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 Togile 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 Togile . No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in Togile , and a separate workflow where Togile 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 Togile . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and Togile integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
