Connect touchSMS and Decision Vault to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).
Do thisActions
Action is the task that follows automatically within your touchSMS integrations.
Create Contact
Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.
Send SMS
Send a text message to the specified phone number using your approved sender ID.
Send Verification SMS
Send an SMS verification code to a recipient using the touchSMS verification template.
Add Opt-Out Number
Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.
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 touchSMS and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in touchSMS triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how touchSMS 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 touchSMS 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 touchSMS 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 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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