Integration
Connect DecisionVault to Dixa
When New Event fires in DecisionVault, your agent runs Add Message in Dixa. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DecisionVault and Dixa to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What DecisionVault can start in Dixa
When New Event in DecisionVault
then Add Message in Dixa
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with DecisionVault and Dixa
Triggers and actions 2 triggers · 44 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- Add Internal Note
Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.
- Add Message
Adds an inbound or outbound message to an existing Dixa conversation and returns the created message.
- Anonymize Data
Requests the anonymization of a Dixa end user, conversation, or single message, and returns the status of the anonymization request.
- Change Conversation Status
Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time.
- Create Callback Request
Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id.
- Create Conversation
Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID.
- Create User
Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user.
- Get Anonymization Status
Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed.
- Get Conversation by Id
Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes.
- Get Conversation Rating
Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey.
- Get Conversation Tags
Returns the tags applied to a conversation, including each tag's name, color and state.
- Get Messages in Conversation
Returns all messages in a Dixa conversation, sorted from oldest to newest.
- Get Queue by Id
Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found.
- Get User by Id
Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values.
- Rate Conversation
Records a customer's rating on a Dixa conversation by creating a rating offer and submitting the result.
- Remove Tag From Conversation
Removes a tag from a Dixa conversation. Active and inactive tags can both be removed.
- Search Conversation
Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found.
- Search Conversations by User
Returns the conversations requested by a specific end user.
- Search Enduser by External ID
Returns the end users whose external ID matches the value you provide.
- Search User by Email Address
Returns the Dixa end users whose email address matches the one you provide.
- Search User by Phone Number
Returns the Dixa end users whose phone number matches the one you specify.
- Set Custom Contact Attributes
Sets custom attribute values on an end user in Dixa and returns the attributes that were updated.
- Set Custom Conversation Attributes
Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes.
- Tag Conversation
Adds an existing active tag to a conversation.
- Transfer Conversation to Queue
Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent.
- Update End User
Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from DecisionVault
DecisionVault to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DecisionVault to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DecisionVault to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DecisionVault to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DecisionVault to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DecisionVault to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Dixa
Questions
DecisionVault and Dixa, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dixa when something happens in DecisionVault?
Any of Dixa's 26 actions, including Create Callback Request, Create Conversation, Create User and Update End User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dixa to DecisionVault?
Dixa has no triggers in the catalog today, so automations start in DecisionVault. If you need the other direction, ask: your agent reads Dixa's API documentation and adds it.
Do I have to build a connector for DecisionVault or Dixa?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use DecisionVault and Dixa without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.