What actions can I run in VaultRE?

48 actions are available, including "Add Contact Note", "Add Property Note", and "Create a Building", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

VaultRE Integrations

Real estate CRM for contacts, listings, appraisals, and agency workflows. Keep VaultRE contacts, deals, and pipeline events in sync with the rest of your stack.

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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.
List Property NotesRetrieves notes for a property.
List Property Sale HistoryRetrieves sale history of a property.
Search Buildings by NameSearches buildings by name.
Search ContactsSearches for contacts by a variety of criteria.
Search PropertiesSearches for properties.
Search Properties by AddressSearches properties by address.
Search Property LandlordsSearches for property landlords.
Search Property OwnersSearches for property owners.
Search Property PurchasersSearches for property purchasers.
Search Property TenantsSearches for property tenants.
Send Email to a ContactSends email to a single contact. Requires a token obtained directly from VaultRE.
Send SMS to a ContactSends SMS to a single contact. Requires a token obtained directly from VaultRE.
Update a BuildingUpdates a building record.
Update a ContactUpdates an existing contact.
Update a Property LandlordsUpdates landlords for specified property life.
Update a Property OwnersUpdates owners for specified property life.
Update a Property PurchasersUpdates purchasers for specified property life.
Update a Property TenantsUpdates tenants for specified property life.
Update Contact NoteUpdates a contact note.
Update Property NoteUpdates a property note.
Add a Property LandlordAdds a landlord for specified property life.
Add a Property OwnerAdds an owner for specified property life.
Add a Property PurchaserAdds a purchaser for specified property life.
Add a Property TenantAdds a tenant for specified property life.
Delete a ContactDeletes a contact by its ID.
Delete a PropertyDeletes a property by ID.
Delete a Property LandlordRemoves a landlord from a specified property life.
Delete a Property OwnerRemoves an owner from a specified property life.
Delete a Property PurchaserRemoves a purchaser from a specified property life.
Delete a Property TenantRemoves a tenant from a specified property life.
Make an API CallPerforms an arbitrary authorized API call.
Touch a ContactMarks a single contact as touched.

When to use VaultRE

Common scenarios where VaultRE automation saves time and reduces manual work.

React to "Watch New Contacts" in VaultRE in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Add Property Note" as an automated action in VaultRE so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Updated Contacts" from VaultRE in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from VaultRE’s Watch New Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 52 ready-made steps for CRM work, and every run records what went in and what came back.

VaultRE workflow on the canvas: Watch New Contacts then Delete a Contact

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. Use them to start workflows the moment VaultRE events fire — no polling required.

Use in workflow automation

Start from VaultRE’s Watch New Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 52 ready-made steps for CRM work, and every run records what went in and what came back.

VaultRE Integrations

When to use VaultRE

Use in workflow automation

Frequently asked questions

VaultRE Integrations

When to use VaultRE

Connect VaultRE to any app in workflows

Use in workflow automation

Frequently asked questions

Connect VaultRE to any app in workflows

Connect VaultRE to any app in workflows

Connect VaultRE to any app in workflows

VaultRE Integrations

VaultRE triggers and actions

When to use VaultRE

Use in workflow automation

Frequently asked questions

What triggers does VaultRE support?

What actions can I run in VaultRE?

Do I need to write code to automate this?

Is the integration secure?

VaultRE Integrations

VaultRE triggers and actions

When to use VaultRE

Connect VaultRE to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does VaultRE support?

What actions can I run in VaultRE?

Do I need to write code to automate this?

Is the integration secure?

Connect VaultRE to any app in workflows

Connect VaultRE to any app in workflows

Connect VaultRE to any app in workflows