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Folderit DMS + Pipedrive integrations
Create Pipedrive tasks for new Folderit DMS files
Make sure newly added Folderit DMS files receive timely follow-up. This template creates a Pipedrive task for each new file so your team can review documents without manually creating activities.
- When this happens...New Folderit FileTriggers when a new file is added to the selected Folderit folder, optionally including subfolders.
- automatically do this!Create ActivityCreates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
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More things you can do with Folderit DMS and Pipedrive
Discover other triggers and actions you can use with Folderit DMS and Pipedrive
- Endpoint PathRequired
- Query Parameters (JSON)
- Result ID Path
Try ItTriggerPolling- HTTP MethodRequired
- Endpoint PathRequired
- Query Parameters (JSON)
- Request Body (JSON)
- Additional Headers (JSON)
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
- Folderit Root UIDRequired
- Include files in subfolders?
Try ItTriggerPolling- FileRequired
- Source File IDRequired
- Source File NameRequired
- Source MIME TypeRequired
- Source File SizeRequired
- Source Created AtRequired
- Source Modified AtRequired
- Source URLRequired
- Folderit Root UIDRequired
- Folderit Path
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
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