Connect Drift and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Drift
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Enable Integrations or automations with these events of Drift and Decision Vault
Enable Integrations or automations with these events of Drift and Decision Vault
Actions
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
Find User by End User Id
Lookup User information by their end user id.
Find User by Anonymous Id
Lookup data for an existing user by their anonymous id.
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.
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Frequently Asked Questions
To start, connect both your Drift and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Drift data is recorded in Decision Vault. This includes choosing which data fields go into which fields of Decision Vault, setting up custom formats, and filtering out unwanted information.
The data sync between Drift and Decision Vault 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 Drift and Decision Vault. 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 Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
Learn MoreAbout 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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