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DecisionVault Integrations

Forms & Surveys

Put DecisionVault to work with AI and enterprise-grade automation

Automate smarter with DecisionVault and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • 9,000+ apps, 450+ AI tools
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Integrate ClickUp with DecisionVaultIntegrate ClickUp with DecisionVault
ClickUp
Project Management
Integrate Clio with DecisionVaultIntegrate Clio with DecisionVault
Clio
CRM (Customer Relationship Management)
Integrate MyCase with DecisionVaultIntegrate MyCase with DecisionVault
MyCase
Productivity
Integrate Microsoft Outlook with DecisionVaultIntegrate Microsoft Outlook with DecisionVault
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Calendly with DecisionVaultIntegrate Calendly with DecisionVault
Calendly
Scheduling & Booking
Integrate Airtable with DecisionVaultIntegrate Airtable with DecisionVault
Airtable
Databases
Integrate Human in the Loop with DecisionVaultIntegrate Human in the Loop with DecisionVault
Human in the Loop
AI Assistants
Integrate Box with DecisionVaultIntegrate Box with DecisionVault
Box
File Management & Storage
Integrate ActiveCampaign with DecisionVaultIntegrate ActiveCampaign with DecisionVault
ActiveCampaign
Marketing Automation
Integrate ClickUp with DecisionVaultIntegrate ClickUp with DecisionVault
ClickUp
Project Management
Integrate Clio with DecisionVaultIntegrate Clio with DecisionVault
Clio
CRM (Customer Relationship Management)
Integrate MyCase with DecisionVaultIntegrate MyCase with DecisionVault
MyCase
Productivity
Integrate Microsoft Outlook with DecisionVaultIntegrate Microsoft Outlook with DecisionVault
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Calendly with DecisionVaultIntegrate Calendly with DecisionVault
Calendly
Scheduling & Booking
Integrate Airtable with DecisionVaultIntegrate Airtable with DecisionVault
Airtable
Databases
Integrate ClickUp with DecisionVaultIntegrate ClickUp with DecisionVault
ClickUp
Project Management
Integrate Clio with DecisionVaultIntegrate Clio with DecisionVault
Clio
CRM (Customer Relationship Management)
Integrate MyCase with DecisionVaultIntegrate MyCase with DecisionVault
MyCase
Productivity
Integrate Microsoft Outlook with DecisionVaultIntegrate Microsoft Outlook with DecisionVault
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Calendly with DecisionVaultIntegrate Calendly with DecisionVault
Calendly
Scheduling & Booking
Integrate Airtable with DecisionVaultIntegrate Airtable with DecisionVault
Airtable
Databases
Integrate Human in the Loop with DecisionVaultIntegrate Human in the Loop with DecisionVault
Human in the Loop
AI Assistants
Integrate Box with DecisionVaultIntegrate Box with DecisionVault
Box
File Management & Storage
Integrate ActiveCampaign with DecisionVaultIntegrate ActiveCampaign with DecisionVault
ActiveCampaign
Marketing Automation

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Launch your first automated workflow

  • Manage updated pipeline stages in LeadConnector by pre-creating matters in DecisionVault

    • LeadConnector logo
    • DecisionVault logo
    LeadConnector + DecisionVault
  • Create DecisionVault matters when new Amazon Alexa trigger phrases are spoken

    • Amazon Alexa logo
    • DecisionVault logo
    Amazon Alexa + DecisionVault
  • Create new DecisionVault matters for new HubSpot form submissions

    • HubSpot logo
    • DecisionVault logo
    HubSpot + DecisionVault
  • Create Google Sheets rows for each new event in DecisionVault

    • DecisionVault logo
    • Google Sheets logo
    DecisionVault + Google Sheets
  • Create new tasks in MyCase for every new event in DecisionVault

    • DecisionVault logo
    • MyCase logo
    DecisionVault + MyCase
  • Precreate new matters in DecisionVault whenever new matters emerge in Clio

    • Clio logo
    • DecisionVault logo
    Clio + DecisionVault
  • Manage updated pipeline stages in LeadConnector by pre-creating matters in DecisionVault

    • LeadConnector logo
    • DecisionVault logo
    LeadConnector + DecisionVault
  • Create DecisionVault matters when new Amazon Alexa trigger phrases are spoken

    • Amazon Alexa logo
    • DecisionVault logo
    Amazon Alexa + DecisionVault
  • Create new DecisionVault matters for new HubSpot form submissions

    • HubSpot logo
    • DecisionVault logo
    HubSpot + DecisionVault
  • Create Google Sheets rows for each new event in DecisionVault

    • DecisionVault logo
    • Google Sheets logo
    DecisionVault + Google Sheets
  • Create new tasks in MyCase for every new event in DecisionVault

    • DecisionVault logo
    • MyCase logo
    DecisionVault + MyCase
  • Precreate new matters in DecisionVault whenever new matters emerge in Clio

    • Clio logo
    • DecisionVault logo
    Clio + DecisionVault
  • Create cards in Trello for new events in DecisionVault

    • DecisionVault logo
    • Trello logo
    DecisionVault + Trello
  • Send new DecisionVault event notifications as chat messages in Microsoft Teams

    • DecisionVault logo
    • Microsoft Teams logo
    DecisionVault + Microsoft Teams
    • Create cards in Trello for new events in DecisionVault

      • DecisionVault logo
      • Trello logo
      DecisionVault + Trello
    • Send new DecisionVault event notifications as chat messages in Microsoft Teams

      • DecisionVault logo
      • Microsoft Teams logo
      DecisionVault + Microsoft Teams

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Event_type
        Required
      Trigger
      Instant
      Try It
      • Document ID
        Required
      Action
      Search
      • Matter ID
        Required
      Action
      Search
      • Matter ID
        Required
      • Uploaded Since
      Action
      Search
      • Matter name
        Required
      • context
      Action
      Write
      • Matter Id
        Required
      Action
      Search
      • Matter ID
        Required
      Action
      Search
      • Matter ID
        Required
      • Uploaded Since
      Action
      Search

    For builders

    Let your AI safely access DecisionVault

    Go beyond Zap workflows. Install Zapier in your AI to call DecisionVault actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in DecisionVault from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • PreCreate Matter
    • Get Document

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose DecisionVault actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a DecisionVault connection @ https://zapier.com/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "decisionvault", owner: "me" });
    
    await zapier.runAction({
      app: 'decisionvault',
      action: 'pre_create_matter',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    DecisionVault Help & Support

    Common questions

    decisionvault logo
    About DecisionVault
    The DecisionVault portal makes intake effortless for law firms
    Related categories
    Similar apps
    Zapier Forms integrationsZapier Forms integrations
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    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Popular DecisionVault Integrations

    • ClickUp
    • Clio
    • MyCase
    • Code by Zapier
    • Filter by Zapier