Folderit DMS and Salesflare

Files folderit.com ↗

How to connect Folderit DMS

Via Zapier — 51 operations available. Set it up ↗
Via Make — 18 modules available. Set it up ↗

What you can automate

When new Task in Salesflare, create or Update Reminder in Folderit DMS.

About Folderit DMS

Folderit DMS is a cloud document management system for organizing files, metadata, approvals, document workflows, sharing, and records.

Folderit DMS operations on Zapier

Triggers (14)

Start a workflow when this happens

Document Due or Reminder Due — Triggers when a selected document due date or existing record reminder crosses its notification threshold.
Document Fully Signed — Triggers after every required signing task on an exact document has succeeded and eSign finalization is finished.
Governance Event — Triggers on permitted Folderit signing, retention, or document-language audit events without performing a governance write.
Metadata Field Changed — Triggers on audit events for one exact metadata field on one file or folder, with historical and current values kept separate.
New File Version — Triggers once for each new version added to a Folderit file.

Show 9 more triggers

New Folder — Triggers when a new Folderit folder is created in the selected location.
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.
New Workflow Request — Triggers when an actionable Folderit workflow request is assigned to the connected user.
New or Updated eForm Record — Triggers on a new or changed current eForm record in one exact folder and form.
Record Event — Triggers when selected Folderit record events occur, including create, update, move, share, tag, and metadata changes.
Workflow Completed — Triggers when an exact record has a completed workflow progress instance, rather than an individual task response.
Workflow Event — Triggers when selected Folderit task and workflow events occur.
Workflow Request Responded To — Triggers when a Folderit workflow request is accepted or rejected.

Actions (32)

Things Salesflare can make it do

Add File Version — Uploads a new version to an existing Folderit file while preserving its UID and history.
Create Approval Request — Creates a tracked Folderit approval request for a file or folder and an email recipient.
Create General Task — Creates one validated Folderit task for an exact record and recipient.
Create eForm Record — Creates a typed Folderit eForm record after validating every mapped field.
Create eForm Record With PDF — Creates an eForm record with metadata and one staged PDF, then verifies both records.

Show 27 more actions

Create or Update Public Link — Creates or updates one explicit Folderit public link with READ or PREVIEW access and verifies it.
Create or Update Reminder — Creates or updates one exact Folderit reminder in a bounded record scope and verifies the saved result.
Create or Update Share — Creates or updates one exact private Folderit share without broadening access recursively, then verifies the result.
Download File — Downloads a Folderit file for use in later Zap steps without exposing Folderit credentials.
Duplicate Record — Copies one Folderit record with explicit safe defaults and returns the ordered duplicate UID when complete.
Find or Create Folder — Finds an existing Folderit folder path or safely creates the missing folders.
Get Audit Trail — Gets a bounded, permission-aware Folderit audit trail for one record or the account.
Get Workflow Status — Lists the current workflow progress visible for one Folderit record.
Import File — Imports a file into the selected folder.
Inspect Permissions — Reads the connected user’s effective Folderit permissions for one exact account resource without changing access.
List Field Copy Jobs — Reads status or bounded item results for existing Folderit eForm field-copy jobs without submitting or replaying a job.
List File Versions — Lists a bounded page of versions for one Folderit file, including stable version UIDs and the current-version flag.
List Folder Contents — Lists files, folders, or both inside one Folderit folder.
List Reminders — Lists a bounded page of Folderit reminders for the account or one record, with stable IDs and normalized due times.
List Task Attachments — Lists attachment metadata for one Folderit task without exposing signed download URLs.
List eForm Types — Lists Folderit eForm/data types and their exact typed field UIDs.
Lock or Unlock File — Locks an unlocked Folderit file or unlocks only the exact current lock, then verifies the file state.
Manage Related Records — Lists, adds, or removes an exact Folderit record relation without deleting either record.
Manage Tags — Adds or removes one exact existing Folderit tag and verifies the resulting assignment.
Reconcile Events — Finds a bounded, ordered window of Folderit file-sync events after a saved cursor without replaying any write.
Revoke Share — Revokes one exact Folderit share only after typed confirmation and verifies that it is absent or deleted.
Send API Request — Sends a request to a Folderit API endpoint with custom parameters.
Start Workflow — Starts a configured manual Folderit workflow for a file or folder.
Update Record — Renames or moves a Folderit file or folder and updates its document details.
Update Record Metadata — Creates or updates metadata fields on a Folderit file or folder.
Update Typed Metadata — Validates and updates one exact Folderit metadata definition, then verifies the saved typed value.
Update eForm Record — Updates only explicitly mapped Folderit eForm fields and verifies the exact readback.

Searches (5)

Look up existing records

Advanced Search Records — Searches Folderit records using content, metadata, document, folder, tag, type, and date filters.
Find Record — Finds a Folderit file or folder by UID, name, document number, or metadata value.
Find Workflow Request — Finds one workflow request visible to the connected Folderit user.
Find eForm Record — Finds a Folderit eForm record by exact UID or by bounded typed filters.
Get Record Details — Gets one Folderit file, folder, or eForm/data-item record by its exact UID.

Folderit DMS operations on Make

Triggers (1)

Start a workflow when this happens

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

Actions (14)

Things Salesflare can make it do

Add Meta To Folder — Adds an existing meta column to the selected folder.
Add a Reminder — Adds a new date-based reminder to a file.
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.

Show 9 more actions

Delete a Folder or a Section — Deletes a selected folder or a section.
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.

Searches (3)

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.