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 user creates an account and starts on the intake form. |
| intakeform.submitted | The intake form is submitted for the first time. |
| intakeform.resubmitted | The intake form is resubmitted. |
| intakeform.completed | The intake form has been marked as complete. |
| meetingtemplate.completed | The design sheet has been marked as complete. |
Actions
PreCreate Matter: Creates a new matter and returns an invite link to send to the client. This action will allow you to 'pre create' a matter in DecisionVault, and get back an invite_key + invite_url. (see the Automation article for more information on how this works.)
Get Matter:Pull information for a given matter (by id).
Get User:Gets a user details based on id.
Get Contacts for Matter:Pull contacts for a given matter (by id).
