STEP 1
Select VaultRE in workflow
Pick VaultRE app in the workflow builder [4] - just one click to select the app.
VaultRE Integration
Real estate CRM for contacts, listings, appraisals, and agency workflows. Keep VaultRE contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch New Contacts fires, automatically continue with Add Contact Note or Add Property Note.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for VaultRE integration
Triggers can detect changes in VaultRE and run actions that can create, search or modify data inside VaultRE automatically [3] — exactly how you set them.
- Watch New ContactsWatches for created contacts.
- Watch New PropertiesWatches for created properties.
- Watch Updated ContactsWatches for updated contacts.
- Watch Updated PropertiesWatches for updated properties.
- Add Contact NoteCreates a note for a contact.
- Add Property NoteCreates a note for a property.
- Create a BuildingCreates a building record.
- Create a ContactCreates a new contact.
- Delete a BuildingDeletes a building record.
- Delete a Contact NoteDeletes a single note from a contact.
- Delete a Property NoteDeletes a property note by ID.
- Get a ContactRetrieves a single contact.
- Get a Contact NoteRetrieves a single contact note.
- Get a PropertyRetrieves a single property.
- Get a Property NoteRetrieves a property note by ID.
- Get Property FeaturesRetrieves list of features for a property.
- Get Property Sale / Lease DataRetrieves a sale or lease data for an existing property.
- List BuildingsRetrieves a list of buildings.
- List Contact Calendar EventsRetrieves a list of events for a single contact. Requires token obtained directly from VaultRE.
- List Contact NotesRetrieves notes for a contact.
How to integrate VaultRE in automation workflow?
3 simple steps to make your VaultRE connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect VaultRE
When prompted, authorize access to VaultRE in WEXTL once. VaultRE credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your VaultRE account. Approve?
STEP 3
Build a workflow
Build your workflow with VaultRE yourself or with WEXTL® AI Builder. Connect VaultRE to any available integrations [5], or use HTTP node to go beyond them.
VaultRE
How VaultRE connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever VaultRE app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that VaultRE supports.
The following table illustrates what fields VaultRE integration require during authorization flow inside our workflow builder [4].
Connect VaultRE
Vault RE - API Region*Text
••••••••
Vault RE - API Token*Text
••••••••
Demonstration of VaultRE connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Vault RE - API RegionRequired | select | — |
| Vault RE - API Token | text | Some modules require extended tokens obtained from VaultRE Support. List of such modules: - Send SMS to a Contact - Send Email to a Contact - List Calendar Events for a Contact |
| Vault RE - Client ID | text | If you have own Client ID obtained from VaultRE, you can use it in this field. |
Connect VaultRE to popular apps on WEXTL
Enter a name of the other app you want to sync with VaultRE below. Click on selected app to explore integration options with VaultRE. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with VaultRE integration
Select Watch New Contacts trigger from VaultRE - this will be a starting point in your automation. Whenever event happens in VaultRE, workflow will start [7] from Watch New Contacts node.
Search for Delete a Contact, connect it as the next step of integration sequence. You can use filters between Watch New Contacts and Delete a Contact, so only important data pass from Watch New Contacts to the next step. WEXTL gives you full control over the process of VaultRE automation. All parts of workflow are visible on the canvas [4].
VaultRE on WEXTL has 52 modules for combining crm automations. Explore VaultRE documentation for more.
Video slide demonstrates how Watch New Contacts and Delete a Contact [6] nodes are used in VaultRE workflow.
Frequently asked questions
Common questions about automating VaultRE in your workflows.
VaultRE has 4 triggers, including "Watch New Contacts", "Watch New Properties", and "Watch Updated Contacts", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 48 actions, including "Add Contact Note", "Add Property Note", and "Create a Building", and more. Refer to our VaultRE Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The VaultRE integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by VaultRE official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where VaultRE provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever VaultRE or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for VaultRE inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with VaultRE modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the VaultRE integration.
- VaultRE integration source code, module specs and credentials implementation.
- Internal VaultRE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official VaultRE vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® VaultRE App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation