Connect Decision Vault and Unify
Integrate Decision Vault with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
PreCreate Matter in Decision Vault when New Assistant in Unify
PreCreate Matter in Decision Vault when New Interface in Unify
PreCreate Matter in Decision Vault when New Queries in Unify
Get Contacts for Matter from Decision Vault when New Tile
PreCreate Matter in Decision Vault when Interface Checkpoint Created in Unify
Popular Decision Vault + Unify 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
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
PreCreate Matter in Decision Vault when New Assistant in Unify
Use this flowPreCreate Matter in Decision Vault when New Interface in Unify
Use this flowPreCreate Matter in Decision Vault when New Queries in Unify
Use this flowGet Contacts for Matter from Decision Vault when New Tile
Use this flowPreCreate Matter in Decision Vault when Interface Checkpoint Created in Unify
Use this flowSearch Matter in Decisionvault when New Tab
Use this flowSearch Matter in Decisionvault when Interface Checkpoint Created in Unify
Use this flowPreCreate Matter in Decision Vault when New Tile
Use this flowGet Contacts for Matter from Decision Vault when New Assistant in Unify
Use this flowSearch Matter in Decisionvault when New Interface in Unify
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and Unify.
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
New Tab
Triggers when a new tab is created in a specific interface.
New Tile
Triggers when a new tile is created in a specific tab.
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 Assistant
Create a new assistant.
Update an Assistant
Update assistant configuration.
Delete an Assistant
Delete an assistant.
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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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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and Unify 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 Unify 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 Unify. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in Unify, and a separate workflow where Unify 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 Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
