---
title: Trigger automations in Lawmatics from DecisionVault
description: Here's how to trigger automations in Lawmatics when the client submits their questionnaire in DecisionVault
---

[Resources and Articles | DecisionVault ](https://hs.decisionvault.com/articles)

# [Trigger automations in Lawmatics from DecisionVault](https://hs.decisionvault.com/articles/trigger-automations-in-lawmatics-from-decisionvault)

 Written by [Team DecisionVault](https://hs.decisionvault.com/articles/author/team-decisionvault) | May 24, 2022 6:20:00 AM

It's possible to trigger an automation flow in Lawmatics when the client submits their questionnaire in DecisionVault, through our direct integration.

## How does it work?

There are 3 parts to making this work:

- We include the unique identifier of the Lawmatics matter in the standard link that you send the client to create an account and start on their questionnaire.
- Then, when the client submits their questionnaire DecisionVault sets a certain custom field in Lawmatics on that matter.
- This can be set as the trigger for automation flows in Lawmatics (e.g. to create tasks or stop emailing client reminders)

## How to set it up?

**1. Create a custom field in Lawmatics**

Create a ***Matter*** level custom field in Lawmatics, make it a "True/False" type and give it a name (e.g. "DV Questionnaire Submitted")

**2. Map this custom field in DecisionVault**

Open your Lawmatics integration settings in DecisionVault (from the [integration settings page](https://app.decisionvault.com/settings/integrations?ref=dvblog.ghost.io)) and map the new custom field.

**3. Set up / change the standard link**

In your Lawmatics email template change the standard link to include the matter's unique identifier.

The following needs to get added to the end of the standard link:  
`/lm/|matter-id|`

*(You may have to save the email template as a "matter level" template first for this merge field to show up)*

**

This results in links that look like this:  
`https://app.decisionvault.com/open/lawfirm/questionnaire/lm/47382627`

**4. Set up the automation in Lawmatics**

You want to create an automation that triggers when the matter gets updated - and to trigger it at the right time you'll want to set the following entry conditions:

- Stage is (some stage in your pipeline)
- DV Questionnaire Submitted is "True" (the custom field you created in step 1)

By including the stage you guard against the automation executing erroneously while in other stages

**5. Finished**

Now a client can click the link from their email, create an account and start on the questionnaire - and then when they submit the questionnaire the workflow in Lawmatics gets triggered.

[View full post](https://hs.decisionvault.com/articles/trigger-automations-in-lawmatics-from-decisionvault)

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