FutureVault + Redtail CRM

FutureVault + Redtail CRM integrations

Create vaults in FutureVault for new contacts in Redtail CRM

Keep your client accounts up-to-date effortlessly with this integration. Once it's active, this Zap will automatically create a FutureVault vault for every new Redtail CRM contact.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create VaultCreates a new vault
ActionWrite

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More things you can do with Redtail CRM and FutureVault

Discover other triggers and actions you can use with Redtail CRM and FutureVault

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Vault
  Required
Trigger
Polling
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- Vault
  Required
Trigger
Polling
Try It
- Vault
  Required
- Name
  Required
- Entity Type
  Required
- Tag color
  Required
Action
Write
- Folder Name
  Required
- Parent Folder
  Required
- Create Folder in All Vaults
Action
Write
- Vault
  Required
- File name
  Required
- File
  Required
Action
Write
- File name
  Required
- File
  Required
- Special Vault
  Required
Action
Write
- Email
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Vault
  Required
Trigger
Polling
Try It
- Vault
  Required
Trigger
Polling
Try It
New Vault
Triggers when a new vault is added.
Trigger
Polling
Try It
- Vault
  Required
- Folder Name
  Required
Action
Write
- Vault type
  Required
- E-mail
  Required
- Package
  Required
- Portal
- Template
- Reference Number
- Language
- Should Send Activation Email
Action
Write
- File name
  Required
- File
  Required
- Parent Folder
  Required
- Corporate Vault
Action
Write
- File name
  Required
- File
  Required
- Parent Folder
  Required
- Upload to All Vaults
Action
Write

About FutureVault

FutureVault is an industry leader of Digital Vault solutions built for modern firms, professionals, and their clients.

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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