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
First you will need to authenticate with your API Key, which you can find under Settings > Integrations > Developer API > Settings
Triggers
New Event - Triggers when there is new event.
These are the current events available:
| Event | Description |
|---|---|
| intakeform.started | The client creates an account and begins filling out the intake form. |
| intakeform.created | A new matter is created manually by the firm. |
| intakeform.submitted | The intake form is submitted for the first time. |
| intakeform.resubmitted | The intake form is submitted again after updates. |
| intakeform.completed | The intake form is marked as complete by the firm. |
| 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. | Automatically send intake links from a CRM or website form |
| 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 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. | 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. | Map internal users or assign ownership in other systems |