Connect Freshchat Classic and Decision Vault to Build Intelligent Automations
Enable Integrations or automations with these events of Freshchat Classic and Decision Vault
Enable Integrations or automations with these events of Freshchat Classic and Decision Vault
Actions
Create a User
Add a new user to Freshchat.
Search Users
Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.
Create a conversation
Creates a new conversation.
Search User
Search a user.
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 Freshchat Classic and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
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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