Connect switch and Decision Vault to Build Intelligent Automations

Choose a Trigger

switch

When this happens...

Choose an Action

Decision Vault

Automatically do this!

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

Enable Integrations or automations with these events of switch 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 switch and Decision Vault?

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

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

Absolutely. You can customize how switch 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 switch and Decision Vault?

The data sync between switch 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 switch 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 switch and Decision Vault?

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

switch

About switch

Easily and securely send business mail online. Switch eliminates your mail preparation time and helps you avoid trips to the Post Office.

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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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