Webhooks

Events

DecisionVault can send out webhooks for the following events:

Event	Description
`intakeform.started`	The client user creates an account and starts on the intake form.
`intakeform.submitted`	The intake form is submitted for the first time.
`intakeform.resubmitted`	The intake form is resubmitted.
`intakeform.completed`	The intake is completed (manual button from the matter detail screen).
`meetingtemplate.completed`	Signal the Meeting Template / Design Sheet is completed (manual button from the meeting template / design sheet screen).

The base contents is listed below - personal information is not included on purpose (i.e. no email address). You can take the user_id and query the /users/{user_id} endpoint via the API if you need that.

The occurred_at time is in UTC and ISO 8601 string formatted.

{
  "event_id": "evt_AABBCCDD0011223344",
  "event_type": "intakeform.submitted",
  "occurred_at": "2022-04-30T22:04:37+00:00",
  "matter": {
    "id": "matter_AABBCCDD0011223344"
  },
  "meta": {
    "questionnaire": {
      "id": "quest_AABBCCDD0011223344",
      "internal_type": "planning"
    }
  },
  "user": {
    "id": "user_AABBCCDD0011223344",
    "is_firm_staff": false,
    "is_client_user": true
  }
}

Set up webhooks

You can turn on webhooks from the integrations list page in DecisionVault (here).

Once turned on the webhooks settings page gives you a control panel where you can add endpoints, see webhook activity and resend requests.

Filter Webhooks

You can filter the events that get send to the webhook endpoint from the webhooks control panel.

Click on the endpoint you would like to filter

On the right hand side under version and created / update dates find Subscribed events and click edit.

Set up the filtering.

Events#

Contents#

Set up webhooks#

Filter Webhooks#

Events

Contents

Set up webhooks

Filter Webhooks