Open matters from forms

When a qualified intake arrives in DecisionVault, create a matter in MyCase.

Try:

See all DecisionVault + MyCase integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

DecisionVault Explore DecisionVault →

Triggers

New form response

Fires when a form is submitted in DecisionVault.

Survey completed

Fires when a respondent finishes a survey in DecisionVault.

Response updated

Fires when an existing response is edited in DecisionVault.

Actions

Create or update form

Creates or updates a form or survey in DecisionVault.

Retrieve a response

Looks up a specific form response in DecisionVault.

Add a respondent

Adds a respondent or contact to a form in DecisionVault.

MyCase Explore MyCase →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in MyCase.

New lead

Fires when a new client lead is added in MyCase.

Invoice issued

Fires when a client invoice is issued in MyCase.

Actions

Create matter

Opens a new case or matter in MyCase.

Create contact

Adds a client, company or contact in MyCase.

Create time entry

Logs billable time against a matter in MyCase.

Create contacts from intake When an intake form is submitted in DecisionVault, create a contact in MyCase. See details

Log time from forms When a time form is submitted in DecisionVault, create a time entry in MyCase. See details

See all DecisionVault + MyCase integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open matters from forms” between DecisionVault and MyCase?

Yes — describe it in the box above and Knit's Integrations Agent researches DecisionVault and MyCase's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an intake form create a matter?

Yes. When an intake form is submitted in DecisionVault, MyCase can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in MyCase.