A law firm receives a new DecisionVault event while the team is preparing to open and organise a client matter. Instead of manually copying an invite link into a message, the workflow can create the matter and send the client a direct SMS with the next instruction. Through Zapier, DecisionVault’s New Event trigger can start Mobile Message actions.

Use PreCreate Matter when a new event should create a matter and return an invite link for the client. A following Mobile Message step can send that link in plain text, helping the client reach the intake portal promptly. You can also create a Mobile Message contact or add the person to a list if the firm wants a record for future communication. DecisionVault handles the intake matter, while Mobile Message sends the message your client sees.

Map the client’s mobile number and returned invite link in Zapier, then review the wording before enabling the Zap. This keeps the workflow focused on intake and avoids implying that matter data is synchronised between platforms.