DecisionVault and Salesflare
How to connect DecisionVault
- Via Zapier — 9 operations available. Set it up ↗
About DecisionVault
The DecisionVault portal makes intake effortless for law firms
DecisionVault operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Event — Triggers when there is new event.
Actions (1)
Things Salesflare can make it do
- PreCreate Matter — Action creates a new matter and returns an invite link to send to the client.
Searches (7)
Look up existing records
- 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).
- Get Financial Documents for Matter — Pull financial documents that were uploaded as part of the financial intake, for a given matter (by id).
Show 2 more searches
- Get Matter — Pull information for a given matter (by id).
- Get User — Gets a user details based on id.
Similar apps
Typeform Helps you ask awesomely online.
Popular Zapier Make
Gravity Forms WordPress plugin to easily create powerful forms.
Popular Zapier Make
Unbounce Crazy simple to do landing pages.
Popular Zapier Make
Poptin Convert more visitors into customers.
Native Zapier Make
Google Forms Collect data from the web.
Zapier Make
Facebook Lead Ads Generate leads from Facebook.
Zapier Make
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free