Connect Reflect and Decision Vault to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
Choose an Action
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Ready to use Reflect and Decision Vault automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Link
Triggers when a new link is created
Do thisActions
Action is the task that follows automatically within your Reflect integrations.
Create Note
Save note from Markdown/HTML
Create Link
Save a link with notes
Append to Daily Note
Add text to daily note
List Graphs
Get a list of all graphs.
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 Reflect and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Reflect 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 Reflect 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 Reflect 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 Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
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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