Connect DecisionVault and MailUp

Both apps 49DecisionVault 20MailUp 29

• 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 Email Message in List

  A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.

• Trigger
  New Group

  New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.

• Trigger
  New Recipient Subscribed

  There is a new subscriber in the specified list. MailUp is a multi-list environment.

• Trigger
  New Recipient Unsubscribed

  A recipient unsubscribed from the specified list. MailUp is a multi-list environment.

• Action
  Add list

  Create a new list. POST Console/List

• Action
  Add Recipient to Group

  Add recipient to the specified group on the list.

• Action
  Add Recipient to List

  Adds a new recipient to the specified list as a subscriber.

• Action
  Create New Email Message

  Create a new email message on the specified list.

• Action
  Create New Group

  Add a new group to the specified list. MailUp is a multi-list environment.

• Action
  Delete email message

  Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}

• Action
  Delete group

  Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}

• Action
  Delete list

  Delete a list. DELETE Console/List/{id_List}

• Action
  Get email message

  Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}

• Action
  Get list

  Retrieve list details by id. GET Console/List/{id_List}

• Action
  List email messages

  Retrieve email messages of a list. GET Console/List/{id_List}/Emails

• Action
  List Email Message Sendings

  lists the sendings (send tasks, with recipients count and status) created for an email message.

• Action
  List Group Recipients

  Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.

• Action
  List groups

  Retrieve groups of a list. GET Console/List/{id_List}/Groups

• Action
  List lists

  Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc

• Action
  List subscribed recipients

  Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed

• Action
  Remove recipient from group

  Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}

• Action
  Remove Recipient From List

  This method unsubscribe the given recipient from the specified list.

• Action
  Send Message to Email Address

  Sends the specified message (previously created in MailUp in the specified List) to the email address specified.

• Action
  Send Message to Group

  Send a message to a predefined group in the specified list.

• Action
  Send message to list

  Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send

• Action
  Unsubscribe recipient from list

  Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}

• Action
  Update email message

  Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}

• Action
  Update group

  Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}

• Action
  Update list

  Modify details of a list. PUT Console/List/{id_List}

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