How to set up the integration between Estateably and DecisionVault?
Estateably offers a native integration with DecisionVault that enables firms to easily sync client intake data into their estate administration workflows. The integration setup is managed directly within the Estateably workspace.
To set up the integration between Estateably and DecisionVault, please follow the step-by-step guide provided in Estateably’s knowledge base:
https://support.estateably.com/en/articles/10706146-integrating-with-decisionvault
Note: The setup process is initiated and completed entirely from the Estateably side. If you require any assistance during the process, please reach out to the Estateably support team.