Connect Iterate and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
Survey Question Answered
Survey Completed
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Ready to use Iterate and Decision Vault automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Survey Question Answered
Runs when question answered
Survey Completed
Runs when survey completed
Do thisActions
Action is the task that follows automatically within your Iterate integrations.
Add User to Survey
Add user to a survey
List Surveys
Show all survey forms
Get Survey Responses
Retrieve responses for a survey
Get Survey Stats
Get survey response statistics
Search User
Find user by email/ID/property
Anonymize User
Remove a user's personal data
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Frequently Asked Questions
To start, connect both your Iterate and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Iterate triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Iterate 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 Iterate 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 Iterate 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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
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.
Learn More
