Folderit DMS Integrations

Name: Zapier
Availability: InStock

Beta

File Management & Storage

Put Folderit DMS to work with AI and enterprise-grade automation

Automate smarter with Folderit DMS and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Microsoft SharePoint

Microsoft, Team Collaboration

HubSpot

Marketing Automation

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

ChatGPT (OpenAI)

AI Assistants

QuickBooks Online

Accounting

Google Drive

File Management & Storage, Google

Salesforce

CRM (Customer Relationship Management)

Google AI Studio (Gemini)

AI Models

Microsoft SharePoint

Microsoft, Team Collaboration

HubSpot

Marketing Automation

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

ChatGPT (OpenAI)

AI Assistants

QuickBooks Online

Accounting

Microsoft SharePoint

Microsoft, Team Collaboration

HubSpot

Marketing Automation

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

ChatGPT (OpenAI)

AI Assistants

QuickBooks Online

Accounting

Google Drive

File Management & Storage, Google

Salesforce

CRM (Customer Relationship Management)

Google AI Studio (Gemini)

AI Models

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send email notifications for new Folderit DMS files with Email by Zapier
Details
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Folderit DMS + Email by Zapier
Send Slack channel messages for new Folderit DMS files
Details
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Folderit DMS + Slack
Create Pipedrive tasks for new Folderit DMS files
Details
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Folderit DMS + Pipedrive
Send Microsoft Teams channel messages for new Folderit DMS files
Details
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Folderit DMS + Microsoft Teams
Import new Dropbox files into Folderit DMS
Details
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Dropbox + Folderit DMS
Import new Box files into Folderit DMS
Details
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Box + Folderit DMS

Send email notifications for new Folderit DMS files with Email by Zapier

Details

Try it

Folderit DMS + Email by Zapier

Send Slack channel messages for new Folderit DMS files

Details

Try it

Folderit DMS + Slack

Create Pipedrive tasks for new Folderit DMS files

Details

Try it

Folderit DMS + Pipedrive

Send Microsoft Teams channel messages for new Folderit DMS files

Details

Try it

Folderit DMS + Microsoft Teams

Import new Dropbox files into Folderit DMS

Details

Try it

Dropbox + Folderit DMS

Import new Box files into Folderit DMS

Details

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Box + Folderit DMS

Import new Google Drive files into Folderit DMS

Details

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Google Drive + Folderit DMS

Add new Folderit DMS files to Google Sheets rows

Details

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Folderit DMS + Google Sheets

Create Asana tasks for new Folderit DMS files

Details

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Folderit DMS + Asana

Create Trello cards for new Folderit DMS files

Details

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Folderit DMS + Trello

Send Microsoft Teams channel messages for new Folderit DMS workflow requests

Details

Try it

Folderit DMS + Microsoft Teams

Add new QuickBooks Online invoices to Folderit DMS

Details

Try it

QuickBooks Online + Folderit DMS

Import new Google Drive files into Folderit DMS
Details
Try it
Google Drive + Folderit DMS
Add new Folderit DMS files to Google Sheets rows
Details
Try it
Folderit DMS + Google Sheets
Create Asana tasks for new Folderit DMS files
Details
Try it
Folderit DMS + Asana
Create Trello cards for new Folderit DMS files
Details
Try it
Folderit DMS + Trello
Send Microsoft Teams channel messages for new Folderit DMS workflow requests
Details
Try it
Folderit DMS + Microsoft Teams
Add new QuickBooks Online invoices to Folderit DMS
Premium
Details
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QuickBooks Online + Folderit DMS

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Endpoint Path
  Required
- Query Parameters (JSON)
- Result ID Path
Trigger
Polling
Try It
- Parent Folder
- Include Descendants?
Trigger
Polling
Try It
- Workflow Request Scope
  Required
Trigger
Polling
Try It
- Event Types
  Required
- Folderit Record UID
Trigger
Polling
Try It
- Folderit File UID
  Required
- New File Version
  Required
- File Name
  Required
- Content Type
Action
Write

- Parent Folder
  Required
- eForm Type UID
  Required
- Record Name
- Document Number
- Fields JSON
  Required
Action
Write
- Resource Type
  Required
- Resource UID
  Required
- Existing Public Share UID
- Public Access
  Required
- Status
  Required
- Expiration
Action
Write

- Resource Type
  Required
- Resource UID
  Required
- Existing Share UID
- Recipient Type
- Recipient
- Access Role
  Required
- Status
  Required
- Expiration
Action
Write
- Record UID
  Required
- Destination Folder
  Required
- Include Files Inside Folders?
- Include File People?
- Include Tags?
- Include Metadata?
- Include Relations?
- Include Reminders?
- Include Workflows?
- Include Shares?
Action
Write
- HTTP Method
  Required
- Endpoint Path
  Required
- Query Parameters (JSON)
- Request Body (JSON)
- Additional Headers (JSON)
Action
Write
- Folderit Record UID
  Required
- Workflow UID
- Workflow Status
- Page
- Results Per Page
Action
Write
- Name Contains
- Include Inactive?
- Include Deleted?
- Page
- Results Per Page
- Sort
  Required
Action
Write
- Folderit Folder
  Required
- Include
  Required
- Page
- Results Per Page
- Sort
  Required
- Folders First?
Action
Write
- Folderit Record UID
  Required
- Task UID
  Required
Action
Write
- Operation
  Required
- Record UID
  Required
- Related Record UID
- Page
- Results Per Page
Action
Write
- Resource Type
  Required
- Resource UID
  Required
- Share UID
  Required
- Confirmation
  Required
Action
Write
- eForm Record UID
  Required
- eForm Type UID
  Required
- Field Changes JSON
  Required
Action
Write
- Folderit Record UID
  Required
- Record Type
  Required
- Metadata (JSON)
  Required
Action
Write
- Search Query
- Search In
- Record Type
  Required
- Parent Folder
- Document Number
- Extension
- Tag UID
- Metadata Field UID
- Metadata Value
- Created From
- Created To
- Maximum Results
Action
Search
- Search Value
  Required
- Record Type
  Required
- Parent Folder UID
- Require an exact UID or name match?
Action
Search
- Record UID
  Required
Action
Search

- Folderit Folder
- Include Descendants?
Trigger
Polling
Try It
- Folderit Folder
  Required
- Include files in subfolders?
Trigger
Polling
Try It
- Event Types
  Required
- Folderit Folder
- Include Descendants?
- Record Type
  Required
Trigger
Polling
Try It
Workflow Request Responded To
Triggers when a Folderit workflow request is accepted or rejected.
Trigger
Polling
Try It
- Folderit Record UID
  Required
- Record Type
  Required
- Approver Email
  Required
- Instructions
- Due Time
- Automatic Timeout
- Show record metadata to the approver?
Action
Write
- Folderit Record UID
  Required
- Task Method
  Required
- Recipient Type
  Required
- Recipient
  Required
- Instructions
- Due At
- Automatic Timeout At
- Order Type
  Required
- Show Metadata?
- Show eForm Fields?
- Show Related Records?
Action
Write
- Record Type
  Required
- Record UID
  Required
- Existing Reminder UID
- Recipient Type
  Required
- Recipient
  Required
- Reminder Message
  Required
- Reminder Time
  Required
- Recurrence
  Required
Action
Write
- Folderit File UID
  Required
Action
Write
- Folderit Folder
  Required
- Folder Path
  Required
Action
Write
- Scope
  Required
- Record UID
- Event Names
- From
- To
- Maximum Results
Action
Write
- File
  Required
- Source Document ID
  Required
- Imported File Name
  Required
- Imported File MIME Type
  Required
- Source File Size (Legacy, Optional)
- Source Created At
  Required
- Source Modified At
  Required
- Source Document URL
  Required
- Folderit Folder
  Required
- Folderit Path
- Source Document Name
- Source Revision
- Use controlled-release safeguards?
- Release ID
- Exported At
- Subsequent Release Behavior
- Stop the Zap if import fails?
Action
Write
- File UID
  Required
- Page
- Results Per Page
- Sort
  Required
Action
Write
- Scope
  Required
- Record UID
- Due State
  Required
- Page
- Results Per Page
- Sort
  Required
Action
Write
- File UID
  Required
- Operation
  Required
- Lock Until
- Exact Lock ID
Action
Write
- Record UID
  Required
- Operation
  Required
- Tag
  Required
- File Lock ID
Action
Write
- Folderit Record UID
  Required
- Record Type
  Required
- Workflow
  Required
Action
Write
- Folderit Record UID
  Required
- Record Type
  Required
- New Name
- Move to Folder
- Document Number
- Note
- Due Date
Action
Write
- Record UID
  Required
- Metadata Field
  Required
- Select Option
- Value (JSON)
- File Lock ID
Action
Write
- Find By
  Required
- eForm Record UID
- eForm Type UID
- Parent Folder UID
- Name or Content Query
- Field UID
- Field Value
- Maximum Results to Inspect
Action
Search
- Search Scope
  Required
- Folderit Record UID
- Task UID
- Inbox Scope
- Task Status
- Recipient Email
- Updated From
- Updated To
- Maximum Results to Inspect
Action
Search

For builders

Let your AI safely access Folderit DMS

Go beyond Zap workflows. Install Zapier in your AI to call Folderit DMS actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Folderit DMS from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add File Version
Create Approval Request

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Folderit DMS actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Folderit DMS connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "folderit-dms", owner: "me" });

await zapier.runAction({
  app: 'folderit-dms',
  action: 'add_file_version',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Folderit DMS Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Folderit DMS

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

HelpHelp

Related categories

File Management & Storage

Folderit DMS Integrations

Put Folderit DMS to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send email notifications for new Folderit DMS files with Email by Zapier

Send Slack channel messages for new Folderit DMS files

Create Pipedrive tasks for new Folderit DMS files

Send Microsoft Teams channel messages for new Folderit DMS files

Import new Dropbox files into Folderit DMS

Import new Box files into Folderit DMS

Send email notifications for new Folderit DMS files with Email by Zapier

Send Slack channel messages for new Folderit DMS files

Create Pipedrive tasks for new Folderit DMS files

Send Microsoft Teams channel messages for new Folderit DMS files

Import new Dropbox files into Folderit DMS

Import new Box files into Folderit DMS

Import new Google Drive files into Folderit DMS

Add new Folderit DMS files to Google Sheets rows

Create Asana tasks for new Folderit DMS files

Create Trello cards for new Folderit DMS files

Send Microsoft Teams channel messages for new Folderit DMS workflow requests

Add new QuickBooks Online invoices to Folderit DMS

Import new Google Drive files into Folderit DMS

Add new Folderit DMS files to Google Sheets rows

Create Asana tasks for new Folderit DMS files

Create Trello cards for new Folderit DMS files

Send Microsoft Teams channel messages for new Folderit DMS workflow requests

Add new QuickBooks Online invoices to Folderit DMS

Let your AI safely access Folderit DMS

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Folderit DMS Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Folderit DMS Integrations

Popular Folderit DMS Integrations

Connect Your App Accounts to Zapier