Connect Decision Vault and VIP metal rich to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Send Text
Send Media and File
Enable Integrations or automations with these events of Decision Vault and VIP metal rich
Enable Integrations or automations with these events of Decision Vault and VIP metal rich
Actions
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).
Send Text
Send a text message to a phone number
Send Media and File
Send a media or file with message to a phone number
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Frequently Asked Questions
To start, connect both your Decision Vault and VIP metal rich accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in VIP metal rich (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in VIP metal rich. This includes choosing which data fields go into which fields of VIP metal rich, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and VIP metal rich typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Decision Vault and VIP metal rich. 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.
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 MoreAbout VIP metal rich
VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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