Connect Decision Vault and Trafft to Build Intelligent Automations

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Decision Vault

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Appointment Booked

Appointment Booked

Triggered when a appointment is booked in Trafft.

Appointment Canceled

Appointment Canceled

Triggered when an appointment is canceled in Trafft.

Appointment Rescheduled

Appointment Rescheduled

Triggered when an existing appointment is rescheduled in Trafft.

Appointment Status Changed

Appointment Status Changed

Triggered when an existing appointment status is changed in Trafft.

New Customer

New Customer

Triggers when a customer is created in Trafft.

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Do thisActions

Action is the task that follows automatically within your Decision Vault integrations.

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 Booking

Create Booking

Creates a new bookings in Trafft.

List All Services

List All Services

Retrieves a list of all services.

Create Customer

Create Customer

Create's a new customer.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Decision Vault and Trafft 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 Trafft?

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 Trafft?

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

About Trafft

Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.

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