FutureVault + Wealthbox CRM

FutureVault + Wealthbox CRM integrations

Create vaults in FutureVault for new contacts in Wealthbox CRM

Keep your client accounts up to date effortlessly with this integration. Once it's active, this Zap will automatically create a vault from each new Wealthbox CRM contact automatically.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create VaultCreates a new vault
ActionWrite

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More things you can do with Wealthbox CRM and FutureVault

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

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
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
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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

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
- 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

New Contact
Triggers when a new contact 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
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- 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
Polling
Try It
- 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

About FutureVault

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

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About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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