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Zapier makes it easy to integrate Folderit DMS with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
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Folderit DMS
Folderit DMS
1. Choose trigger event
Formatter by Zapier
Formatter by Zapier
2. Choose action
1. Select the event
Setup
Test
Folderit DMS
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Fully Signed" from Folderit DMS.
Add your action
An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.
You’re connected!
Zapier seamlessly connects Folderit DMS and Formatter by Zapier, automating your workflow.
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.
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Record Type
Required
Record UID
Required
Existing Reminder UID
Recipient Type
Required
Recipient
Required
Reminder Message
Required
Reminder Time
Required
Recurrence
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Browse Records in Folder
Folderit File UID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folderit Folder
Required
Folder Path
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Scope
Required
Record UID
Event Names
From
To
Maximum Results
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resource Type
Required
Resource UID
Group Member User UID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Mode
Required
eForm/Data Type UID
Required
Batch ID
Results After ID
Result Page Size
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folderit Folder
Required
Include
Required
Page
Results Per Page
Sort
Required
Folders First?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folderit Record UID
Required
Task UID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Operation
Required
Record UID
Required
Related Record UID
Page
Results Per Page
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
After Numeric Audit ID
After Audit UID
From
Maximum Results
Maximum Pages
Page Size
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folderit Record UID
Required
Record Type
Required
Workflow
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folderit Record UID
Required
Record Type
Required
New Name
Move to Folder
Document Number
Note
Due Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Record UID
Required
Metadata Field
Required
Select Option
Value (JSON)
File Lock ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Search
Find existing data in your app
Search Scope
Required
Folderit Record UID
Task UID
Inbox Scope
Task Status
Recipient Email
Updated From
Updated To
Maximum Results to Inspect
Action
This is an event a Zap performs.
Search
Find existing data in your app
Transform
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Transform
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Folderit DMS and Formatter by Zapier with AI agents and code
Beyond Zap workflows. Call Folderit DMS and Formatter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Folderit DMS and Formatter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add File Version
Date / Time
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Folderit DMS and Formatter by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Formatter by Zapier on the Zapier blog
Make work flow with AI
Level up your Folderit DMS to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
