Connect Decision Vault and Visualvisitor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Get all users
Get a user
PlusPerson Search for leads
PlusPerson Create a bulk leads job
Enable Integrations or automations with these events of Decision Vault and Visualvisitor
Enable Integrations or automations with these events of Decision Vault and Visualvisitor
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).
Get all users
Here you will get all user details.
Get a user
Here you will get a specific user details.
PlusPerson Search for leads
This is for plus person allows you to search for leads.
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Frequently Asked Questions
To start, connect both your Decision Vault and Visualvisitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Visualvisitor (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Visualvisitor. This includes choosing which data fields go into which fields of Visualvisitor, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Visualvisitor 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 Visualvisitor. 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 Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
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