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FutureVault + Salesforce

Upload files from new Salesforce records to FutureVault

Activate this Zapier integration to keep your data up-to-date effortlessly. Once it's active, any file from a new Salesforce record will be uploaded to FutureVault automatically.

Activate this Zapier integration to keep your data up-to-date effortlessly. Once it's active, any file from a new Salesforce record will be uploaded to FutureVault automatically.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    FutureVaultFutureVault
    Upload Document

    Creates a new document upload.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About FutureVault

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

Related categories

  • Documents
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier