Put Folio to work with AI and enterprise-grade automation
Automate smarter with Folio and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Facebook Lead Ads
Ads & Conversion, Facebook
Asana
Project Management
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Facebook Lead Ads
Ads & Conversion, Facebook
Asana
Project Management
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Facebook Lead Ads
Ads & Conversion, Facebook
Asana
Project Management
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Demo Viewed
Triggers when demo is opened.
Try ItTriggerInstant
- Lead Captured
Triggers when new lead is captured.
Try ItTriggerInstant
For builders
Let your AI safely access Folio
Go beyond Zap workflows. Install Zapier in your AI to call Folio actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Folio from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Folio actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Folio connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "folio", owner: "me" });
await zapier.runAction({
app: 'folio',
action: '{actionName}',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Folio Help & Support
Common questions
Related categories