Connect Engage and Decision Vault to Build Intelligent Automations
Enable Integrations or automations with these events of Engage and Decision Vault
Enable Integrations or automations with these events of Engage and Decision Vault
Actions
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user 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.
Get Contacts for Matter
Pull contacts for a given matter (by id).
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Frequently Asked Questions
To start, connect both your Engage and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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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