Integrations virtualpbx Decision Vault
virtualpbx + Decision Vault

Connect virtualpbx and Decision Vault to Build Intelligent Automations

Choose a Trigger

virtualpbx

When this happens...

Choose an Action

Decision Vault

Automatically do this!

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

Enable Integrations or automations with these events of virtualpbx 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).

Request a new Action for virtualpbx

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

The data sync between virtualpbx 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 virtualpbx 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 virtualpbx and Decision Vault?

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

virtualpbx

About virtualpbx

VirtualPBX delivers leading edge VoIP phone systems for businesses of all sizes, backed by award-winning, 24/7 support.

Learn More
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.

Learn More