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FutureVault
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FutureVaultZapier
WORKFLOW AUTOMATION INTEGRATION

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 · Automation
1TRIGGER · FutureVaultUpload request completed
2ACTION · Google SheetsAdd row to onboarding tracker
3ACTION · SlackNotify the operations channel
4ACTION · Task managerCreate follow-up for the advisor
One trigger, any of 7,000+ apps
What you get

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.

Consistent every time

The same steps, run the same way, on every client.

How it works

From trigger to done.

  1. 1TriggerA document arrives or a request completes.
  2. 2ActUpdate a sheet, notify a team, create a task.
  3. 3RunThe automation runs every time.
  4. 4RefineAdjust as your process changes.
Built for

For teams that want to automate more.

Wealth ManagementRIAsFamily OfficesInsurance
Use cases
Client onboardingDocument governance
7,000+
Apps via Zapier
1,000+
API endpoints
0
Code required
1M+
Client vaults
FAQ

Zapier 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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