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FutureVault
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WORKFLOW AUTOMATION INTEGRATIONS

7,000+ apps.
Zero manual handoffs.

Connect FutureVault to more than 7,000 apps and tools through Zapier, and automate the tasks and workflows that still run on copy and paste.

Zapier
FutureVaultAUTOMATIONConnect 7,000+ appsTrigger on vault eventsAutomate tasks and handoffsNo code required
Why connect

Automate the busywork.

7,000+ connections

Link FutureVault to the tools your team already uses.

Event-driven

Start workflows when documents arrive or requests complete.

No code

Operations teams build automations themselves.

Partners

Automation platforms we connect with.

ZapierZapierConnect to 7,000+ apps and tools to automate tasks and critical workflows across your firm.
  • Connect 7,000+ apps and tools
  • Automate tasks and workflows
  • No code required
See the integration
How it works

From trigger to done.

  1. 1Pick a triggerA document arrives or a request completes.
  2. 2Add actionsUpdate a sheet, notify a team, create a task.
  3. 3Turn it onAutomation runs every time.
  4. 4RefineAdjust as your process changes.
Put it to work

Use cases this unlocks.

Client onboardingDocument governance
Ezra Group Superior Integration Score badge8.82/10Highest Ezra Group integration score in Client File Sharing.
FAQ

Workflow automation questions, answered.

How does FutureVault connect to other apps?

Through Zapier, which connects to more than 7,000 apps and tools, and through 1,000+ API endpoints.

Do we need developers?

No. Zapier automations can be built without code.

What can we automate?

Tasks and critical workflows across your firm, triggered by activity in FutureVault.

Does FutureVault replace our CRM or document management system?

No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.

Is FutureVault secure enough for our compliance and InfoSec teams?

FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.

Will our clients actually use it?

Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.

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