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DecisionVault + MyCase

Create new tasks in MyCase for every new event in DecisionVault

Streamline your workflow and boost productivity by connecting DecisionVault and MyCase. With this automation, every time an event takes place in DecisionVault, it will create a corresponding task in MyCase. It's an efficient solution to ensure no detail is overlooked, keeping your cases organized and tasks up-to-date.

Streamline your workflow and boost productivity by connecting DecisionVault and MyCase. With this automation, every time an event takes place in DecisionVault, it will create a corresponding task in MyCase. It's an efficient solution to ensure no detail is overlooked, keeping your cases organized and tasks up-to-date.

  1. When this happens...
    DecisionVaultDecisionVault
    New Event

    Triggers when there is new event.

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Matter IdRequired

    Action
    Search
    • User IdRequired

    Action
    Search
    • ActionRequired

    Trigger
    Instant
    Try It
    • Matter nameRequired

    • context

    Action
    Write
    • Matter IdRequired

    Action
    Search
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
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decisionvault logo

About DecisionVault

The DecisionVault portal makes intake effortless for law firms
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Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier