Connect DecisionVault and Nimbata

Both apps 31DecisionVault 20Nimbata 11

• 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 form submission

  Triggers when a new form submission is received in a Nimbata project.

• Action
  Add tag

  Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.

• Action
  Add tags to call

  Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.

• Action
  Get call

  Returns an inbound call's details, including its attribution, call-flow information and custom field values.

• Action
  Get lead

  Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.

• Action
  Get tracking number

  Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.

• Action
  List calls

  Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.

• Action
  List form submissions

  Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.

• Action
  List leads

  Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.

• Action
  List SMS messages

  Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.

• Action
  List tracking numbers

  Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.

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