Connect repsly and Decision Vault to Build Intelligent Automations

Choose a Trigger

repsly

When this happens...

Choose an Action

Decision Vault

Automatically do this!

Enable Integrations or automations with these events of repsly and Decision Vault

Enable Integrations or automations with these events of repsly and Decision Vault

Actions

Search Matter

Search Matter

Pull information for a given matter (by id).

PreCreate Matter

PreCreate Matter

Action creates a new matter and returns an invite link to send to the client.

Get Contacts for Matter

Get Contacts for Matter

Pull contacts for a given matter (by id).

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Frequently Asked Questions

How do I start an integration between repsly and Decision Vault?

To start, connect both your repsly and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in repsly triggers actions in Decision Vault (or vice versa).

Can we customize how data from repsly is recorded in Decision Vault?

Absolutely. You can customize how repsly 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.

How often does the data sync between repsly and Decision Vault?

The data sync between repsly and Decision Vault typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from repsly to Decision Vault?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between repsly and Decision Vault?

Yes, you can set conditional logic to control the flow of data between repsly 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.

repsly

About repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

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Decision Vault

About 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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