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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 MatterReadRun a list assets for matter action in DecisionVault.
List Clients for MatterReadRun a list clients for matter action in DecisionVault.
List Contacts for MatterReadRun a list contacts for matter action in DecisionVault.
Get DocumentReadRun a get document action in DecisionVault.
List Documents for MatterReadRun a list documents for matter action in DecisionVault.
Get EventReadRun a get event action in DecisionVault.
List EventsReadRun a list events action in DecisionVault.
List Financial CategoriesReadRun a list financial categories action in DecisionVault.
List Financial Documents for MatterReadRun a list financial documents for matter action in DecisionVault.
Create MatterCreateCreate matter in DecisionVault.
Get MatterReadRun a get matter action in DecisionVault.
List MattersReadRun a list matters action in DecisionVault.
Get QuestionnaireReadRun a get questionnaire action in DecisionVault.
List QuestionnairesReadRun a list questionnaires action in DecisionVault.
Create Webhook SubscriptionCreateCreate webhook subscription in DecisionVault.

Frequently Asked Questions

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

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your DecisionVault integration end to end. You tell us what you need and we deliver a working, production-ready connection.