Connect DecisionVault and Wachete

Both apps 29DecisionVault 20Wachete 9

• 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
  Any new notification

  Fires when there is a new change notification from any monitor in your Wachete account.

• Trigger
  New notification for monitor

  Fires when there is a new change notification from the specified Wachete monitor (taskId).

• Action
  Create monitor

  Create a new Wachete monitor (wachet) that watches a web page or part of a page for changes.

• Action
  Delete monitor

  Delete a Wachete monitor by its ID.

• Action
  Get monitor

  Get information about a specific Wachete monitor by its ID.

• Action
  Get monitor data

  Get the captured data/history for a Wachete monitor, optionally as a diff and within a date range.

• Action
  List folders

  List folder contents, optionally under a parent folder.

• Action
  List notifications

  List change notifications, optionally filtered by monitor (taskId) and date range.

• Action
  Update monitor

  Change the settings of an existing Wachete monitor — name, URL, watched/excluded XPath, regex, note, job type, check frequency and location, crawl options, folder, alerts, notification endpoints, headers and proxies. A partial update: the op first reads the monitor's current record, overlays only the fields you filled in, then writes the merged record back, so anything you leave blank keeps its current value — including settings this op does not expose. Identify the monitor by its id. Check frequency is in seconds (86400 = daily) and is ignored if not positive; the true/false options take the words true or false; alerts, notification endpoints, headers and proxies take JSON. Returns the monitor id, name and URL after the update plus the full monitor record.

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