Connect FutureVault to Wealthbox CRM and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate FutureVault with Wealthbox CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from FutureVault

A trigger is an event that starts your Zap and runs the workflow. For example, with FutureVault, a trigger could be "New Entity."

A trigger is the event that kicks off your automated workflow.

Setup an action from Wealthbox CRM

An action is what takes place after the automation is triggered. For example, with Wealthbox CRM, the action could be "Add Member to Household."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FutureVault to Wealthbox CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect FutureVault to Wealthbox CRM with a Zapier template.

Our most popular template

Create vaults in FutureVault for new contacts in Wealthbox CRM
Details
Try it
Wealthbox CRM + FutureVault

Create vaults in FutureVault for new contacts in Wealthbox CRM

Wealthbox CRM + FutureVault

Connect FutureVault and Wealthbox CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect FutureVault and Wealthbox CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Vault
  Required
Trigger
Scheduled
Try It
- Vault
  Required
Trigger
Scheduled
Try It
New Vault
Triggers when a new vault is added.
Trigger
Scheduled
Try It
- Vault
  Required
- 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
- Create Folder in All Vaults
Action
Write

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Street Address Type
Action
Write
- Category
- Member
  Required
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Related Contact
- Label
Action
Write
- E-mail
  Required
- Name
  Required
- Phone Number
- Member
  Required
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

- Vault
  Required
Trigger
Scheduled
Try It
- Vault
  Required
Trigger
Scheduled
Try It
- Vault
  Required
- Name
  Required
- Entity Type
  Required
- Tag color
  Required
Action
Write
- 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
- Vault
  Required
Action
Write
- Email
  Required
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Member
  Required
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
- Organizer
Action
Write
- Name
  Required
- Type
- Tags
- Email Address
- Street Address Type
- Primary Street Address
Action
Write
- E-mail
  Required
- Name
  Required
- Phone Number
- Member
  Required
- Type
Action
Search

About FutureVault

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

Related categories

Documents

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect FutureVault to Wealthbox CRM on the world's largest no-code automation platform

Sign up with Google