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Folderit DMS + Workday integrations
Create Folderit DMS folders for newly active Workday employees
Create employee document folders in Folderit DMS as new Workday employees become active. This template polls a bounded active-worker WQL query, validates stable identity, and queues folder lookup or creation under your chosen restricted root. Set your source tenant, verify WQL access and employee eligibility, and use a single writer; the latest-100-worker query is not bulk backfill or guaranteed high-volume synchronization. Existing matching paths are reused, with no Workday writes or automatic permission changes.
- When this happens...

Run WQL QueryExecutes a custom WQL query and returns the results.TriggerPolling - automatically do this...

Run Javascript code This is an advanced action! Uses the latest supported version of Node.ActionWrite - then do this...

Delay After QueueWaits for a set amount of time after the last delay in a given queue. Used to deal with race conditions and rate-limiting.ActionWrite - then do this!

Find or Create FolderFinds an existing Folderit folder path or safely creates the missing folders.ActionWrite
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- Business Process Type(s)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CompanyRequired
- Include expense line items?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New SupplierTriggers when a new supplier is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Wql_query_info
- WQL QueryRequired
- Id_field
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Updated SupplierTriggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- WorkerRequired
- Effective DateRequired
- ReasonRequired
- Job Profile
- Job Title
- Business Title
- Location
- Supervisory Organization
- Company
- Custom Organization
- Compensation Amount
- Currency
- Payment Frequency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supervisory Organization WID
- Worker Type WID
- Number of Openings
- Reason WID
- Spotlight Job
- Recruiting Start Date
- Target Hire Date
- Target End Date
- Job Posting Title
- Justification
- Job Profile WID
- Job Description Summary
- Job Description
- Additional Job Description
- Worker Sub-Type WID
- Time Type WID
- Primary Location WID
- Scheduled Weekly Hours
- Confidential Job Requisition
- Auto Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supervisory organizationRequired
- Job posting titleRequired
- Job profile
- Worker type
- Worker sub-type
- Position time type
- Location
- Availability date
- Earliest hire date
- Job description summary
- Job description
- Position ID
- Critical job
- Auto complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Original Invoice WID
- Required_fields_header
- Supplier WIDRequired
- Company WIDRequired
- Currency WID
- Credit amountRequired
- Credit memo date
- Credit memo number
- Memo
- Credit description
- Spend category WID
- Payment Terms WID
- Advanced_options_header
- Line items
- Submission_section_header
- Auto-submit credit memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Worker IDRequired
- HelpText1
- Time Entry Code
- Project
- Project Plan Task
- Calendar Date
- Reported Quantity
- In Time
- Out Time
- In Time Zone
- Out Time Zone
- Out Reason
- Comment
- Do Not Bill?
- Override Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkerRequired
- Effective dateRequired
- Compensation change reasonRequired
- AmountRequired
- CurrencyRequired
- FrequencyRequired
- Pay plan
- Expected end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice WIDRequired
- Required_fields_info
- Supplier WID
- Company WID
- Currency WID
- Payment Terms WID
- Invoice date
- Due date
- Control amount total
- Memo
- Hold from payment
- Tax_section_header
- Tax code ID
- Tax rate
- VAT tax code ID
- Withholding_tax_section_header
- Default withholding tax code ID
- Default withholding tax rate
- Submission_section_header
- Auto-submit invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Wql_query_info
- WQL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier invoice ID
- Supplier
- Company
- Invoice on hold
- Intercompany invoice
- Invoice status
- Payment status
- Currency
- Document number
- Spend category
- Date_filter_info
- Invoice date on or after
- Invoice date on or before
- Invoice due date on or after
- Invoice due date on or before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Zap_id
- Zap_step_id
- CodeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Zap_id
- Zap_step_id
- Input Data
- CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Delayed For (value)Required
- Time Delayed For (unit)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date SourceRequired
- Folder UID
- Browse Records in Folder
- Folderit Record UID
- Days Before Due
- Threshold Catch-up Days
- Records Per Read
- Maximum Read Pages
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Endpoint PathRequired
- Query Parameters (JSON)
- Result ID Path
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Browse Records in Folder
- Folderit Record UIDRequired
- Metadata Field UIDRequired
- Records Per Read
- Maximum Read Pages
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Parent Folder
- Include Descendants?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Workflow Request ScopeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Browse Records in Folder
- Folderit Record UIDRequired
- Workflow UID
- Records Per Read
- Maximum Read Pages
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Workflow Request Responded ToTriggers when a Folderit workflow request is accepted or rejected.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folderit Record UIDRequired
- Record TypeRequired
- Approver EmailRequired
- Instructions
- Due Time
- Automatic Timeout
- Show record metadata to the approver?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit Record UIDRequired
- Task MethodRequired
- Recipient TypeRequired
- RecipientRequired
- Instructions
- Due At
- Automatic Timeout At
- Order TypeRequired
- Show Metadata?
- Show eForm Fields?
- Show Related Records?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record TypeRequired
- Record UIDRequired
- Existing Reminder UID
- Recipient TypeRequired
- RecipientRequired
- Reminder MessageRequired
- Reminder TimeRequired
- RecurrenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Browse Records in Folder
- Folderit File UIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit FolderRequired
- Folder PathRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ScopeRequired
- Record UID
- Event Names
- From
- To
- Maximum Results
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Source Document IDRequired
- Imported File NameRequired
- Imported File MIME TypeRequired
- Source File Size (Legacy, Optional)
- Source Created AtRequired
- Source Modified AtRequired
- Source Document URLRequired
- Folderit FolderRequired
- Folderit Path
- Source Document Name
- Source Revision
- Use controlled-release safeguards?
- Release ID
- Exported At
- Subsequent Release Behavior
- Stop the Zap if import fails?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource UID
- Group Member User UID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModeRequired
- eForm/Data Type UIDRequired
- Batch ID
- Results After ID
- Result Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit FolderRequired
- IncludeRequired
- Page
- Results Per Page
- SortRequired
- Folders First?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit Record UIDRequired
- Task UIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OperationRequired
- Record UIDRequired
- Related Record UID
- Page
- Results Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- After Numeric Audit ID
- After Audit UID
- From
- Maximum Results
- Maximum Pages
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit Record UIDRequired
- Record TypeRequired
- WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit Record UIDRequired
- Record TypeRequired
- New Name
- Move to Folder
- Document Number
- Note
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record UIDRequired
- Metadata FieldRequired
- Select Option
- Value (JSON)
- File Lock ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find ByRequired
- eForm Record UID
- eForm Type UID
- Parent Folder UID
- Name or Content Query
- Field UID
- Field Value
- Maximum Results to Inspect
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ScopeRequired
- Folderit Record UID
- Task UID
- Inbox Scope
- Task Status
- Recipient Email
- Updated From
- Updated To
- Maximum Results to Inspect
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info
- Fields to Include in ResponseRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Info
- Fields to Include in Response
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Info
- Recruiting Data Source
- Data Source Filter
- Fields to IncludeRequired
- Job Requisition
- Job Requisition Field Alias
- Sort Field
- Additional WQL Filter
- Unique ID Field
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Info
- Fields to Include in ResponseRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice date on or after
- Invoice date on or before
- Invoice due date on or after
- Invoice due date on or before
- Supplier
- Company
- Invoice on hold
- Intercompany invoice
- Invoice status
- Payment status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Info
- Recruiting Data Source
- Data Source Filter
- Fields to IncludeRequired
- Job Requisition
- Job Requisition Field Alias
- Sort Field
- Additional WQL Filter
- Unique ID Field
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task WorkdayIDRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Pre-hireRequired
- Supervisory organizationRequired
- PositionRequired
- Contract start dateRequired
- Contingent worker typeRequired
- Job profileRequired
- LocationRequired
- Position time typeRequired
- Contract end date
- First day of work
- Position title
- Business title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Position IDRequired
- Hire Type
- Supervisory Organization WID
- Employee Type
- Hire Date
- First Day of Work
- Position Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source
- Referred by
- Comments
- First nameRequired
- Middle name
- Last nameRequired
- CountryRequired
- Email addressRequired
- Email usage type
- Email visible to public
- Email comment
- Phone number
- Phone country code
- International phone code
- Phone device type
- Phone usage type
- Phone visible to public
- Phone comment
- Address line 1
- Address line 2
- City
- Postal code
- Country for address
- State or region
- Address usage type
- Address visible to public
- Address comment
- Web address
- Web address usage type
- Web address visible to public
- Web address comment
- Instant messenger address
- Instant messenger type
- Instant messenger usage type
- Instant messenger visible to public
- Instant messenger comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Worker IDRequired
- Time Off Type IDRequired
- Date
- Start
- End
- Daily Quantity
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient worker(s)Required
- SharingRequired
- CommentRequired
- Badge
- Feedback given date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier WIDRequired
- Required_fields_header
- Supplier Category WID
- Payment Types Accepted
- Default Payment Type WID
- Basic_info_header
- Supplier Name
- Supplier ID
- Supplier Reference ID
- Business_entity_header
- Business Entity Name
- Business Entity External ID
- Tax_info_header
- Tax ID
- Tax ID Type
- Transaction Tax ID
- Contact_info_header
- Contact Email
- Contact Phone
- Phone Device Type
- Address Line 1
- Address Line 2
- City
- Postal Code
- Country Code
- State/Province/Region
- Additional_settings_header
- Payment Terms WID
- Currency WID
- Submission_header
- Auto-submit supplier update
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase order ID
- Buyer
- Company
- Submitted by
- Supplier
- Status
- Order from connection
- Date_filter_info
- From date
- To date
- Exclude canceled
- Exclude closed
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier ID type
- Supplier_id_info
- Updated from date
- Updated to date
- Supplier group
- Supplier category
- Supplier status
- Company
- Customer account number
- DUNS number
- Parent supplier
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Payment Reference ID
- Supplier
- Payment amount greater than
- Payment amount less than
- Payment type
- Payment status
- Payment date on or after
- Payment date on or before
- Include Reference
- Include Originating Bank Data
- Include Payment Group Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Zap_id
- Zap_step_id
- CodeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Zap_id
- Zap_step_id
- Input Data
- CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Queue_title
- Zap_step_id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Browse Records in Folder
- Folderit Record UIDRequired
- Records Per Read
- Maximum Read Pages
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folder UIDRequired
- eForm Type UIDRequired
- Records Per Read
- Maximum Read Pages
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Event FamiliesRequired
- Folderit Record UID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folderit Folder
- Include Descendants?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folderit FolderRequired
- Include files in subfolders?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Event TypesRequired
- Folderit Folder
- Include Descendants?
- Record TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Event TypesRequired
- Folderit Record UID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folderit File UIDRequired
- New File VersionRequired
- File NameRequired
- Content Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent FolderRequired
- eForm Type UIDRequired
- Record Name
- Document Number
- Fields JSONRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource UIDRequired
- Existing Public Share UID
- Public AccessRequired
- StatusRequired
- Expiration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource UIDRequired
- Existing Share UID
- Recipient Type
- Recipient
- Access RoleRequired
- StatusRequired
- Expiration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record UIDRequired
- Destination FolderRequired
- Include Files Inside Folders?
- Include File People?
- Include Tags?
- Include Metadata?
- Include Relations?
- Include Reminders?
- Include Workflows?
- Include Shares?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Endpoint PathRequired
- Query Parameters (JSON)
- Request Body (JSON)
- Additional Headers (JSON)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit Record UIDRequired
- Workflow UID
- Workflow Status
- Page
- Results Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent FolderRequired
- eForm Type UIDRequired
- Record Name
- Document Number
- Fields JSONRequired
- PDF FileRequired
- PDF Attachment Field UIDRequired
- PDF File NameRequired
- Expected SHA256
- Content Hash Field UID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name Contains
- Include Inactive?
- Include Deleted?
- Page
- Results Per Page
- SortRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Browse Records in Folder
- File UIDRequired
- Page
- Results Per Page
- SortRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ScopeRequired
- Record UID
- Due StateRequired
- Page
- Results Per Page
- SortRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File UIDRequired
- OperationRequired
- Lock Until
- Exact Lock ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record UIDRequired
- OperationRequired
- TagRequired
- File Lock ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource UIDRequired
- Share UIDRequired
- ConfirmationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- eForm Record UIDRequired
- eForm Type UIDRequired
- Field Changes JSONRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folderit Record UIDRequired
- Record TypeRequired
- Metadata (JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Query
- Search In
- Record TypeRequired
- Parent Folder
- Document Number
- Extension
- Tag UID
- Metadata Field UID
- Metadata Value
- Created From
- Created To
- Maximum Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
- Record TypeRequired
- Parent Folder UID
- Require an exact UID or name match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Browse Records in Folder
- Record UIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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