Connect Pencil Spaces and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
User Joins or Leaves a Room
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Ready to use Pencil Spaces and Decision Vault automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
Do thisActions
Action is the task that follows automatically within your Pencil Spaces integrations.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
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 Pencil Spaces and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Pencil Spaces triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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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