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Folderit DMS + HubSpot

Folderit DMS + HubSpot integrations

Create Folderit DMS folders for new HubSpot deals

Keep HubSpot deal documents effortlessly organized from the moment a sales opportunity is created. This Zap automatically creates or reuses a matching Folderit DMS folder whenever a new HubSpot deal is added. It uses the stable HubSpot deal ID to prevent duplicate folders on retries.

When this happens...
New DealTriggers when a new Deal is created.
TriggerInstant
automatically do this!
Find or Create FolderFinds an existing Folderit folder path or safely creates the missing folders.
ActionWrite

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More things you can do with HubSpot and Folderit DMS

Discover other triggers and actions you can use with HubSpot and Folderit DMS

- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Properties to Retrieve
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- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Event Type
Trigger
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- Type
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Event Families
  Required
- Folderit Record UID
Trigger
Polling
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- Parent Folder
- Include Descendants?
Trigger
Polling
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- Workflow Request Scope
  Required
Trigger
Polling
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- Event Types
  Required
- Folderit Record UID
Trigger
Polling
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- 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
- Resource Type
  Required
- Resource UID
- Group Member User UID
Action
Write
- Mode
  Required
- eForm/Data Type UID
  Required
- Batch ID
- Results After ID
- Result Page Size
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
- After Numeric Audit ID
- After Audit UID
- From
- Maximum Results
- Maximum Pages
- Page Size
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

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Endpoint Path
  Required
- Query Parameters (JSON)
- Result ID Path
Trigger
Polling
Try It
- 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
- Name Contains
- Include Inactive?
- Include Deleted?
- Page
- Results Per Page
- Sort
  Required
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
- 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

About Folderit DMS

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

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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Create Folderit DMS folders for new HubSpot tickets

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