Connect DecisionVault and Otter.ai to power AI-driven automation

No-code AI automation
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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate DecisionVault with Otter.ai - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from DecisionVault.

Add your action

An action happens after the trigger—such as "Import New Recordings Into Otter" in Otter.ai.

You’re connected!

Zapier seamlessly connects DecisionVault and Otter.ai, automating your workflow.

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
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- Document ID
  Required
Action
Search
- Matter ID
  Required
Action
Search
- Matter ID
  Required
- Uploaded Since
Action
Search
- User Id
  Required
Action
Search

- File
  Required
- Name
  Required
Action
Write

- Matter name
  Required
- context
Action
Write
- Matter Id
  Required
Action
Search
- Matter ID
  Required
Action
Search
- Matter ID
  Required
- Uploaded Since
Action
Search
New Recording
Triggers when a new recording is available in Otter
Trigger
Instant
Try It

For AI agents & developers

Use DecisionVault and Otter.ai with AI agents and code

Beyond Zap workflows. Call DecisionVault and Otter.ai actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose DecisionVault and Otter.ai actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

PreCreate Matter
Import New Recordings Into Otter

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger DecisionVault and Otter.ai actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* decisionvault / otterai action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DecisionVault and Otter.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Otter.ai on the Zapier blog

Make work flow with AI

Level up your DecisionVault to Otter.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About DecisionVault

The DecisionVault portal makes intake effortless for law firms

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About Otter.ai

Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.

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