Folderit DMS and Salesflare

How to connect Folderit DMS

Folderit DMS is a cloud document management system for storing, organizing, sharing, and automating business documents.

Start a workflow when this happens

New Folderit File — Triggers when a new file is added to the selected Folderit folder, optionally including subfolders.
New Record — Triggers when a Folderit API GET request returns a new record.

Things Salesflare can make it do

Import File — Imports a file into the selected folder.
Send API Request — Sends a request to a Folderit API endpoint with custom parameters.

Start a workflow when this happens

Watch Files in a Folder — Triggers when new files are added to the selected folder.

Things Salesflare can make it do

Add Meta To Folder — Adds an existing meta column to the selected folder.
Create a Section / Folder — Creates a section or a folder in the selected section / folder.
Delete Folder's Meta — Deletes a meta field from the specified folder.
Delete a File — Deletes file specified by its ID.
Delete a Folder or a Section — Deletes a selected folder or a section.

Show 8 more actions

Download a File — Downloads selected file.
Get a File — Retrieves file by its ID.
Get a Folder — Retrieves the folder information.
Make an API Call — Performs an arbitrary API call.
Start a Workflow — Starts an approval, acknowledgement, signing, or review workflow on a file or folder.
Update Folder's Meta — Updates the status of the folder's meta field.
Update a Folder — Updates a folder by its ID.
Upload A File — Uploads a file. Maximum size is 5 GB.

Look up existing records

List Files from Folder — Lists all files from the specified folder.
List Sections — Returns all sections for specified account.
Search Folders — Lists all sections, folders, and subfolders in the account by the searched criteria.