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Folderit DMS + Slack

Folderit DMS + Slack integrations

Send Slack channel messages for new Folderit DMS files

Keep your team informed when new documents arrive in a Folderit DMS folder you select. After connecting your accounts and choosing an authorized Slack channel, this Zap posts the file name, folder path, creation time, and native Folderit link; it does not attach the document or grant access to it. Automatic channel joining, link previews, name linking, and automation edit links are disabled; review channel membership before enabling.

When this happens...
New Folderit FileTriggers when a new file is added to the selected Folderit folder, optionally including subfolders.
TriggerPolling
automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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More things you can do with Folderit DMS and Slack

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

- 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
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
- Include additional data
Trigger
Instant
Try It
- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Include additional data
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Guidance_copy
- Username
  Required
- Return Raw Results?
Action
Search

- 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
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
- Reacted message detail
- Include additional data
Trigger
Instant
Try It
- Automation Identifier
- Access type
- Include additional data
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Guidance_copy
- Full Name
  Required
- Return Raw Results?
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 Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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