Integrations Decision Vault Wicked Reports
Decision Vault + Wicked Reports

Connect Decision Vault and Wicked Reports to Build Intelligent Automations

Choose a Trigger

Decision Vault

When this happens...

Choose an Action

Wicked Reports

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Enable Integrations or automations with these events of Decision Vault and Wicked Reports

Enable Integrations or automations with these events of Decision Vault and Wicked Reports

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

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Frequently Asked Questions

How do I start an integration between Decision Vault and Wicked Reports?

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

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

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

How often does the data sync between Decision Vault and Wicked Reports?

The data sync between Decision Vault and Wicked Reports 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 Wicked Reports?

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 Wicked Reports?

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

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Wicked Reports

About Wicked Reports

Wicked Reports is marketing automation that lets you send contacts, orders & visitors clicks from your CRM or Shopping cart into your Wicked Reports account.

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