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Folderit DMS logoFolderit DMS logo
Pipedrive logoPipedrive logo
Folderit DMS logoFolderit DMS logo
Pipedrive logoPipedrive logo

Folderit DMS + Pipedrive

Folderit DMS + Pipedrive

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.

  1. When this happens...
    New Folderit File
    New Folderit File
    New Folderit FileTriggers when a new file is added to the selected Folderit folder, optionally including subfolders.
  2. automatically do this!
    Create Activity
    Create Activity
    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 Path
      Required
    • Query Parameters (JSON)
    • Result ID Path
    Trigger
    Polling
    Try It
    • HTTP Method
      Required
    • Endpoint Path
      Required
    • Query Parameters (JSON)
    • Request Body (JSON)
    • Additional Headers (JSON)
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
    • Folderit Root UID
      Required
    • Include files in subfolders?
    Trigger
    Polling
    Try It
    • File
      Required
    • Source File ID
      Required
    • Source File Name
      Required
    • Source MIME Type
      Required
    • Source File Size
      Required
    • Source Created At
      Required
    • Source Modified At
      Required
    • Source URL
      Required
    • Folderit Root UID
      Required
    • Folderit Path
    Action
    Write
folderit-dms logo
About Folderit DMS
Folderit DMS is a cloud document management system for storing, organizing, sharing, and automating business documents.
Related categories
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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