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Automate tasks across DecisionVault with Salesforce

We work with you to understand your business processes, and automate all work between DecisionVault and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between DecisionVault and Salesforce.

Send a Salesforce notification when DecisionVault receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in DecisionVault.Get Started
Copy new customer details from DecisionVault into Salesforce.Get Started
Update the matching Salesforce item when a DecisionVault status changes.Get Started
Start a review in Salesforce when DecisionVault flags an exception.Get Started
Summarize new DecisionVault activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with DecisionVault and Salesforce using our 39 actions.
Can’t find what you need? Let us know.

List Assets for MatterReadRetrieves assets for a matter in DecisionVault.
List Clients for MatterReadRetrieves clients for a matter in DecisionVault.
List Contacts for MatterReadRetrieves contacts for a matter in DecisionVault.
Get DocumentReadRetrieves a document from DecisionVault by ID.
List Documents for MatterReadRetrieves documents for a matter in DecisionVault.
Get EventReadRetrieves an event from DecisionVault by ID.
List EventsReadRetrieves events from your firm in DecisionVault.
List Financial CategoriesReadRetrieves financial categories available in DecisionVault.
List Financial Documents for MatterReadRetrieves financial documents for a matter in DecisionVault.
Create MatterCreateCreates a matter in DecisionVault and returns an invite link.
Get MatterReadRetrieves a matter from DecisionVault by ID.
List MattersReadRetrieves matters from your firm in DecisionVault.
Get QuestionnaireReadRetrieves a questionnaire from DecisionVault by ID.
List QuestionnairesReadRetrieves questionnaires from your firm in DecisionVault.
Create Webhook SubscriptionCreateCreates a webhook subscription in DecisionVault for an event type.

Frequently Asked Questions

Common questions about working with MindCloud on your DecisionVault and Salesforce integration.

Apps are the systems your business runs on, like DecisionVault and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.