Connect Decision Vault and whippy to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

whippy

Automatically do this!

Enable Integrations or automations with these events of Decision Vault and whippy

Enable Integrations or automations with these events of Decision Vault and whippy

Actions

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).

Request a new Action for Decision Vault

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Decision Vault and whippy 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 whippy?

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 whippy?

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

Learn More
whippy

About whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

Learn More