Connect Decision Vault and WhatConvert
Integrate Decision Vault with WhatConvert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when When a new lead is created in WhatConvert
PreCreate Matter in Decision Vault when When a new lead is created in WhatConvert
Get Contacts for Matter from Decision Vault when When a new lead is created in WhatConvert
Search Matter in Decisionvault when When an existing lead is updated in WhatConvert
PreCreate Matter in Decision Vault when When an existing lead is updated in WhatConvert
Popular Decision Vault + WhatConvert 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
WhatConvert
Automatically do this!
Update Lead
List Accounts
Create Lead
List Users
Get Leads
Get Profiles
Find or Create Lead
Search Matter in Decisionvault when When a new lead is created in WhatConvert
Use this flowPreCreate Matter in Decision Vault when When a new lead is created in WhatConvert
Use this flowGet Contacts for Matter from Decision Vault when When a new lead is created in WhatConvert
Use this flowSearch Matter in Decisionvault when When an existing lead is updated in WhatConvert
Use this flowPreCreate Matter in Decision Vault when When an existing lead is updated in WhatConvert
Use this flowGet Contacts for Matter from Decision Vault when When an existing lead is updated in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and WhatConvert.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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).
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
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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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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Decision Vault and WhatConvert 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 WhatConvert 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 WhatConvert. No coding required.
Yes. You can set up a workflow where Decision Vault triggers actions in WhatConvert, and a separate workflow where WhatConvert 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 WhatConvert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault and WhatConvert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
