FutureVault Integrations

Name: Zapier
Availability: InStock

Do more with FutureVault integrations

Zapier lets you connect FutureVault with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Microsoft SharePoint

Microsoft, Team Collaboration

Docusign

Signatures

Social Media Accounts

Wealthbox CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Microsoft Excel

Microsoft, Spreadsheets

OneDrive

File Management & Storage, Microsoft

PreciseFP

Forms & Surveys

Microsoft SharePoint

Microsoft, Team Collaboration

Docusign

Signatures

Social Media Accounts

Wealthbox CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Microsoft SharePoint

Microsoft, Team Collaboration

Docusign

Signatures

Social Media Accounts

Wealthbox CRM

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Microsoft Excel

Microsoft, Spreadsheets

OneDrive

File Management & Storage, Microsoft

PreciseFP

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate FutureVault integrations with Zapier's templates

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
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

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

Try it

OneDrive + FutureVault

Upload new OneDrive files to FutureVault

Details

Try it

OneDrive + FutureVault

Upload new SharePoint files in a folder to FutureVault

Details

Try it

Microsoft SharePoint + FutureVault

Upload documents in FutureVault with new envelope status updates in DocuSign

Details

Try it

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

Details

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Redtail CRM + 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

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

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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

Do more with FutureVault integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate FutureVault integrations with Zapier's templates

Create Google Sheets rows for new FutureVault entities