DecisionVault and Salesflare

How to connect DecisionVault

The DecisionVault portal makes intake effortless for law firms

Start a workflow when this happens

Things Salesflare can make it do

Create Matter and Invite — Creates a new matter and DecisionVault emails the invite directly to up to two clients. Each invite in the result has a status of either invited or failed. Warning: testing this step in the Zap editor creates a real matter and sends real invite emails - use your own email address when testing.
PreCreate Matter — Action creates a new matter and returns an invite link to send to the client.

Look up existing records

Get Answers for Matter — Pull all questionnaire answers for a given matter (by id). Returns a single record containing every page and question (answered and unanswered); use a Looping or Code step to iterate over individual questions.
Get Assets for Matter — Pull assets for a given matter (by id).
Get Contacts for Matter — Pull contacts for a given matter (by id).
Get Document — Pull information for a specific document (by id).
Get Documents for Matter — Pull uploaded documents for a given matter (by id).

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Get Financial Documents for Matter — Pull financial documents that were uploaded as part of the financial intake, for a given matter (by id).
Get Matter — Pull information for a given matter (by id).
Get Roles for Matter — Pull all roles for a given matter (by id). Returns a single record containing every role and its assignments; use a Looping or Code step to iterate over individual roles.
Get User — Gets a user details based on id.