Connect DecisionVault and Trustate to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate DecisionVault with Trustate - no code necessary. See how you can get setup in minutes.
Select a trigger from DecisionVault
A trigger is an event that starts your Zap and runs the workflow. For example, with DecisionVault, a trigger could be "New Event."
Setup an action from Trustate
An action is what takes place after the automation is triggered. For example, with Trustate, the action could be "Import Matter."
That’s it! You just connected DecisionVault to Trustate
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Connect DecisionVault and Trustate to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event_typeRequired
Try It- Matter IdRequired
- User IdRequired
- Matter nameRequired
- context
- Matter IdRequired
- Display First NameRequired
- Display Last NameRequired
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Client Date Of Birth
- Client Address Street
- Client Address City
- Client Address State
- Client Address Zip Code
- Decedent First Name
- Decedent Last Name
- Decedent Date Of Birth
- Decedent Date Of Death
- Decedent Last Address Street
- Decedent Last Address City
- Decedent Last Address State
- Decedent Last Address Zip Code
- Trust Name
- Trust Date
- Trust Address Street
- Trust Address City
- Trust Address State
- Trust Address Zip Code
- Is Grantor Trust?
- Is Revocable Trust?
- Ward First Name
- Ward Last Name
- Ward Date Of Birth
- Ward Address Street
- Ward Address City
- Ward Address State
- Ward Address Zip Code
About DecisionVault
The DecisionVault portal makes intake effortless for law firms
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About Trustate
Trustate is an automated estate operations platform that streamlines and simplifies the trust and estate administration and trust funding processes.
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