FutureVault and Salesflare
How to connect FutureVault
- Via Zapier — 14 operations available. Set it up ↗
About FutureVault
FutureVault is an industry leader of Digital Vault solutions built for modern firms, professionals, and their clients.
FutureVault operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Entity — Triggers when a new entity is added.
- New File — Triggers when a new file is added (inside of any folder).
- New File in Folder — Triggers when a new file is added directly to a specific folder.
- New Folder — Triggers when a new folder is added.
- New Vault — Triggers when a new vault is added.
Actions (8)
Things Salesflare can make it do
- Create Entity — Creates a new entity
- Create Folder — Creates a new folder
- Create Folder in All Vaults — Creates a new folder in all vaults
- Create Vault — Creates a new vault
- Upload Document — Creates a new document upload.
Show 3 more actions
- Upload Document to All Vaults — Creates a new document in all vaults.
- Upload Document to Corporate Vault — Creates a new document upload.
- Upload Report — Creates a new report upload.
Searches (1)
Look up existing records
- Find a Vault — Finds a vault based on email.
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