Connect Decision Vault and Zoho Sheet to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Row
Runs when row is created or updated in a selected worksheet.
Worksheet Updated
Set up notifications to trigger when rows are added or changed in a Zoho Sheet worksheet.
New Worksheet
Trigger When a new Worksheet created
Update columns
Update values across a selected column range in a worksheet.
New Workbook
Trigger when a new workbook 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).
Create Worksheet
Creates a new worksheet within a spreadsheet.
Get all Workbooks
Lists all existing workbooks.
Copy worksheet - same workbook
Copies or duplicates an existing worksheet within the same workbook.
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Frequently Asked Questions
To start, connect both your Decision Vault and Zoho Sheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in Zoho Sheet (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in Zoho Sheet. This includes choosing which data fields go into which fields of Zoho Sheet, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and Zoho Sheet 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 Zoho Sheet. 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 Zoho Sheet
Zoho Sheet is a cloud-based spreadsheet application that allows users to create, edit, and share spreadsheets in real time.
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