DecisionVault Integrations

Name: Zapier
Availability: InStock

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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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Lawmatics

Marketing Automation

monday.com

Project Management

Trustate

Productivity

LEAP (Legal)

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Box

File Management & Storage

PracticePanther Legal Software

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Calendly

Scheduling & Booking

Lawmatics

Marketing Automation

monday.com

Project Management

Trustate

Productivity

LEAP (Legal)

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Box

File Management & Storage

Lawmatics

Marketing Automation

monday.com

Project Management

Trustate

Productivity

LEAP (Legal)

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Box

File Management & Storage

PracticePanther Legal Software

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Calendly

Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Manage updated pipeline stages in LeadConnector by pre-creating matters in DecisionVault
Details
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LeadConnector + DecisionVault
Create DecisionVault matters when new Amazon Alexa trigger phrases are spoken
Details
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Amazon Alexa + DecisionVault
Create new DecisionVault matters for new HubSpot form submissions
Details
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HubSpot + DecisionVault
Create Google Sheets rows for each new event in DecisionVault
Details
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DecisionVault + Google Sheets
Create new tasks in MyCase for every new event in DecisionVault
Details
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DecisionVault + MyCase
Precreate new matters in DecisionVault whenever new matters emerge in Clio
Details
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Clio + DecisionVault

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

Details

Try it

LeadConnector + DecisionVault

Create DecisionVault matters when new Amazon Alexa trigger phrases are spoken

Details

Try it

Amazon Alexa + DecisionVault

Create new DecisionVault matters for new HubSpot form submissions

Details

Try it

HubSpot + DecisionVault

Create Google Sheets rows for each new event in DecisionVault

Details

Try it

DecisionVault + Google Sheets

Create new tasks in MyCase for every new event in DecisionVault

Details

Try it

DecisionVault + MyCase

Precreate new matters in DecisionVault whenever new matters emerge in Clio

Details

Try it

Clio + DecisionVault

Create cards in Trello for new events in DecisionVault

Details

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DecisionVault + Trello

Send new DecisionVault event notifications as chat messages in Microsoft Teams

Details

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DecisionVault + Microsoft Teams

Create cards in Trello for new events in DecisionVault
Details
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DecisionVault + Trello
Send new DecisionVault event notifications as chat messages in Microsoft Teams
Details
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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
- User Id
  Required
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

DecisionVault Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About DecisionVault

The DecisionVault portal makes intake effortless for law firms

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

DecisionVault Integrations

Put DecisionVault to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

Create DecisionVault matters when new Amazon Alexa trigger phrases are spoken

Create new DecisionVault matters for new HubSpot form submissions

Create Google Sheets rows for each new event in DecisionVault

Create new tasks in MyCase for every new event in DecisionVault

Precreate new matters in DecisionVault whenever new matters emerge in Clio

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

Create DecisionVault matters when new Amazon Alexa trigger phrases are spoken

Create new DecisionVault matters for new HubSpot form submissions

Create Google Sheets rows for each new event in DecisionVault

Create new tasks in MyCase for every new event in DecisionVault

Precreate new matters in DecisionVault whenever new matters emerge in Clio

Create cards in Trello for new events in DecisionVault

Send new DecisionVault event notifications as chat messages in Microsoft Teams

Create cards in Trello for new events in DecisionVault

Send new DecisionVault event notifications as chat messages in Microsoft Teams

Supported triggers and actions