How to use DecisionVault with Zapier
Connect DecisionVault with Zapier and start automating workflows.
Check our Official Zapier Integration in Zapier: https://zapier.com/apps/decisionvault/integrations
Authenticating
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In DecisionVault, go to Settings > Integrations. Under Workflow Automation, the Zapier card has a DecisionVault Zapier App button that takes you to our listing on Zapier.
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Add DecisionVault as a step in a Zap. When Zapier asks you to connect an account, a DecisionVault window opens headed Authorize Zapier.
- Choose Allow Access. Granting access lets Zapier read the information on your matters.
- You will see a Connected confirmation with your firm's connection listed. You can close that tab and carry on building your Zap.
Note: You must be signed in to DecisionVault in the same browser for the authorization screen to recognise you.
Triggers
New Event: Triggers when there is a new event.
This is an instant trigger: DecisionVault notifies Zapier as soon as the event happens, so your Zap runs right away rather than on a polling schedule. When you add the trigger you pick a single Event Type. If you want to act on more than one event, build one Zap per event.
These are the current events available:
| In the dropdown | Event ID | Description |
|---|---|---|
| Intake Started | intakeform.started | The client creates an account and begins filling out the intake form. |
| Intake Submitted | intakeform.submitted | The intake form is submitted for the first time. |
| Intake Resubmitted | intakeform.resubmitted | The intake form is submitted again after updates. |
| Intake Completed | intakeform.completed | The intake form is marked as complete by the firm. |
| Meeting Template Completed | meetingtemplate.completed | The meeting template (design sheet) is marked as complete. |
Actions
DecisionVault provides several actions you can use within your Zaps:
| Action Name | Type | Description | Common Use Cases |
|---|---|---|---|
| PreCreate Matter | Write | Creates a new matter and returns an invite link for the client. You send the link yourself. | Automatically send intake links from a CRM or website form |
| Create Matter and Invite | Write | Creates a new matter and emails the invite directly to up to two clients. Each invite comes back marked either invited or failed. | Onboard a couple straight from a signed engagement letter, with no link to copy |
| Get Matter | Search | Retrieve details for a specific matter by ID. | Sync matter data into CRM or reporting tools |
| Get Contacts for Matter | Search | Pull all contacts associated with a matter. | Create/update contacts in CRM systems |
| Get Roles for Matter | Search | Pull all roles for a matter and who is assigned to each. Returns one record containing every role. | Push fiduciary appointments into drafting software or a matter checklist |
| Get Answers for Matter | Search | Pull every questionnaire answer for a matter, including questions the client left blank. Returns one record containing every page and question. | Feed intake answers into document automation or a review sheet |
| Get Assets for Matter | Search | Retrieve all assets tied to a specific matter. | Sync financial/asset data into external systems |
| Get Documents for Matter | Search | Retrieve all uploaded documents for a matter. | Store or process documents in a DMS (Dropbox, Google Drive, etc.) |
| Get Financial Documents for Matter | Search | Retrieve financial documents submitted through the financial intake. You can optionally limit results with Uploaded Since. | Trigger financial review workflows |
| Get Document | Search | Retrieve details for a specific document by ID. | Pull individual document data for automation |
| Get User | Search | Retrieve user details by ID. | Get client user information. |
PreCreate Matter or Create Matter and Invite?
Both create the matter. The difference is who sends the invitation.
- PreCreate Matter hands the invite link back to your Zap. Use it when you want the link to go out from your own CRM, your own email template, or a text message.
- Create Matter and Invite has DecisionVault email the invitation for you, to one or two clients. Use it when you want the standard firm-branded invitation with nothing else to configure.
Testing Create Matter and Invite: Unlike PreCreate Matter, this action emails your clients as soon as it runs including when you test the step while building the Zap. Testing creates a real matter and sends real invitations. Use your own email address in the Client 1 Email field while you are setting the Zap up, and swap in the live data only once it works.