Connect Trafft and Decision Vault
Integrate Trafft with Decision Vault to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when Appointment Booked in Trafft
PreCreate Matter in Decision Vault when Appointment Booked in Trafft
Get Contacts for Matter from Decision Vault when Appointment Booked in Trafft
Search Matter in Decisionvault when Appointment Canceled in Trafft
PreCreate Matter in Decision Vault when Appointment Canceled in Trafft
Popular Trafft + Decision Vault flows
Start from a real workflow other teams are already running.
Choose a trigger
Trafft
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
Choose an action
Decision Vault
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Search Matter in Decisionvault when Appointment Booked in Trafft
Use this flowPreCreate Matter in Decision Vault when Appointment Booked in Trafft
Use this flowGet Contacts for Matter from Decision Vault when Appointment Booked in Trafft
Use this flowSearch Matter in Decisionvault when Appointment Canceled in Trafft
Use this flowPreCreate Matter in Decision Vault when Appointment Canceled in Trafft
Use this flowGet Contacts for Matter from Decision Vault when Appointment Canceled in Trafft
Use this flowSearch Matter in Decisionvault when Appointment Rescheduled in Trafft
Use this flowPreCreate Matter in Decision Vault when Appointment Rescheduled in Trafft
Use this flowGet Contacts for Matter from Decision Vault when Appointment Rescheduled in Trafft
Use this flowSearch Matter in Decisionvault when Appointment Status Changed in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between Trafft and Decision Vault.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
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).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Trafft and Decision Vault accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Trafft and Decision Vault as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Decision Vault. No coding required.
Yes. You can set up a workflow where Trafft triggers actions in Decision Vault, and a separate workflow where Decision Vault triggers actions in Trafft. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Trafft and Decision Vault. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trafft and Decision Vault integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
