Connect DecisionVault and Everhour

Both apps 47DecisionVault 20Everhour 27

• Trigger
  New Event

  Triggers when a new event happens in your firm, such as a client submitting a questionnaire.

• Trigger
  New Matter

  Triggers when a new matter is created in your firm.

• Action
  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.

• Action
  Get Answers for Matter

  Returns the client's answers to custom questions on a matter, grouped by questionnaire page.

• Action
  Get Assets for Matter

  Returns the assets the client entered on a matter.

• Action
  Get Clients for Matter

  Returns the client(s) on a matter.

• Action
  Get Contacts for Matter

  Returns the contacts on a matter.

• Action
  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.

• Action
  Get Documents for Matter

  Returns the documents the client uploaded to a matter.

• Action
  Get Event

  Returns one event by ID.

• Action
  Get Financial Documents for Matter

  Returns the financial documents the client uploaded during asset intake on a matter.

• Action
  Get Matter

  Returns one matter by ID, including its questionnaire, main contact, spouse and representative.

• Action
  Get Meeting Templates for Matter

  Returns the matter's meeting templates, filled with answers and role assignments.

• Action
  Get Questionnaire

  Returns one questionnaire by ID.

• Action
  Get Roles for Matter

  Returns the roles defined by the matter's questionnaire and the contacts assigned to each.

• Action
  Get User

  Returns one user by ID.

• Action
  List Financial Categories

  Returns the financial categories for your firm's questionnaires.

• Action
  List Matters

  Returns the matters under your firm, with optional search and date filters.

• Action
  List Questionnaires

  Returns the questionnaires under your firm.

• Action
  PreCreate Matter

  Creates a matter and returns an invite link to send to the client.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Task

  Triggers when a new task created.

• Trigger
  Project updated

  Webhook event api:project:updated.

• Trigger
  Task updated

  Webhook event api:task:updated.

• Trigger
  Timer Stopped

  Triggers when a running timer is stopped. Timer should be with a task.

• Action
  Add assignment

  /resource-planner/assignments. Schedule a user on a project/task.

• Action
  Add expense

  /expenses. Create an expense.

• Action
  Add invoice

  /invoices. Create an invoice for a project/client.

• Action
  Add Time

  Adds your time to a task.

• Action
  Create Client

  Creates a new client.

• Action
  Create Project

  Creates a new project.

• Action
  Delete project

  /projects/{id}.

• Action
  Delete time record

  /tasks/{id}/time. Delete time record for a date/user.

• Action
  Find Internal Project

  Finds a project for creating task/section by name

• Action
  Find Member

  Finds a member by name.

• Action
  Find Project

  Finds a project by name

• Action
  Find Section

  Finds a section by name.

• Action
  Find Task

  Finds a task by name.

• Action
  Get running timer

  Returns the currently running timer for the connected user.

• Action
  List Assignments

  Lists resource-planner assignments, optionally filtered by project, user and date range.

• Action
  List clients

  /clients. Returns all clients.

• Action
  List Expenses

  Lists the team's expenses, each with id, date, amount, category, project, billable and details.

• Action
  List invoices

  /invoices. Returns all invoices.

• Action
  Update client

  /clients/{id}. Update a client's name, business details, etc.

• Action
  Update project

  /projects/{id}. Update project name, users, billing etc.

• Action
  Update task estimate

  /tasks/{id}/estimate. Set a task's time estimate.

• Action
  Update time record

  /tasks/{id}/time. Update time on a task for a date/user.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.