FutureVault Integrations

Name: Zapier
Availability: InStock

Put FutureVault to work with AI and enterprise-grade automation

Automate smarter with FutureVault and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Docusign

AI Document Extraction, Signatures

Social Media Accounts

Wealthbox CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

PreciseFP

Forms & Surveys

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Docusign

AI Document Extraction, Signatures

Social Media Accounts

Wealthbox CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

PreciseFP

Forms & Surveys

Docusign

AI Document Extraction, Signatures

Social Media Accounts

Wealthbox CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

PreciseFP

Forms & Surveys

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Google Sheets rows for new FutureVault entities
Details
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FutureVault + Google Sheets
Upload new OneDrive files as documents in FutureVault
Details
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OneDrive + FutureVault
Upload new OneDrive files to FutureVault
Details
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OneDrive + FutureVault
Upload new SharePoint files in a folder to FutureVault
Premium
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Microsoft SharePoint + FutureVault
Upload documents in FutureVault with new envelope status updates in DocuSign
Details
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Docusign + FutureVault
Upload new Dropbox files to FutureVault
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Dropbox + FutureVault

Create Google Sheets rows for new FutureVault entities

Details

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FutureVault + Google Sheets

Upload new OneDrive files as documents in FutureVault

Details

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OneDrive + FutureVault

Upload new OneDrive files to FutureVault

Details

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OneDrive + FutureVault

Upload new SharePoint files in a folder to FutureVault

Details

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Microsoft SharePoint + FutureVault

Upload documents in FutureVault with new envelope status updates in DocuSign

Details

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Docusign + FutureVault

Upload new Dropbox files to FutureVault

Details

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Dropbox + FutureVault

Upload files from new Salesforce records to FutureVault

Details

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Salesforce + FutureVault

Create vaults in FutureVault for new contacts in Wealthbox CRM

Details

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Wealthbox CRM + FutureVault

Create vaults in FutureVault for new contacts in Redtail CRM

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Redtail CRM + FutureVault

Create vaults in FutureVault for new rows in Microsoft Excel

Details

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Microsoft Excel + FutureVault

Upload files from new Salesforce records to FutureVault
Premium
Details
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Salesforce + FutureVault
Create vaults in FutureVault for new contacts in Wealthbox CRM
Details
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Wealthbox CRM + FutureVault
Create vaults in FutureVault for new contacts in Redtail CRM
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Redtail CRM + FutureVault
Create vaults in FutureVault for new rows in Microsoft Excel
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Microsoft Excel + FutureVault

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
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

- 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

FutureVault Help & Support

Common questions

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About FutureVault

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

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Related categories

Documents

FutureVault Integrations

Put FutureVault to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Google Sheets rows for new FutureVault entities