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Folderit DMS + HubSpot

Folderit DMS + HubSpot integrations

Create Folderit DMS folders for new HubSpot tickets

Keep support and service documents organized from the moment a HubSpot ticket is created. This Zap automatically creates or reuses a matching Folderit DMS folder for every new HubSpot ticket. It uses the stable HubSpot ticket ID to prevent duplicate folders on retries.

When this happens...
New TicketTriggers when new ticket is available.
TriggerPolling
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
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It

- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It

- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- 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
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
- 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
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- 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
Try It
- 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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File Management & Storage

About HubSpot

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

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Marketing Automation

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