
When this happens...

Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Enable Integrations or automations with these events of Join.me and Decision Vault
Get all existing Scheduled Meetings.
Pull information for a given matter (by id).
Action creates a new matter and returns an invite link to send to the client.
Pull contacts for a given matter (by id).

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Join.me and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Join.me triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Join.me 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 Join.me 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 Join.me 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.
Join.me is a versatile online meeting and screen sharing tool that allows users to host and join meetings with ease. It offers features such as video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
Learn MoreDecisionVault 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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