Put iFOLIO Cloud to work with AI and enterprise-grade automation
Automate smarter with iFOLIO Cloud 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
Slack
Team Chat
Zoom
Video Conferencing
Acuity Scheduling
Scheduling & Booking
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
Google Forms
Forms & Surveys, Google
Calendly
Scheduling & Booking
Glide
App Builder
Microsoft Outlook
Calendar, Email, Microsoft
Slack
Team Chat
Zoom
Video Conferencing
Acuity Scheduling
Scheduling & Booking
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
Google Forms
Forms & Surveys, Google
Slack
Team Chat
Zoom
Video Conferencing
Acuity Scheduling
Scheduling & Booking
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
Google Forms
Forms & Surveys, Google
Calendly
Scheduling & Booking
Glide
App Builder
Microsoft Outlook
Calendar, Email, Microsoft
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.
- User EmailRequired
- Contact Name
- Contact Email Address
- Contact Phone Number
- Contact Company
- Message Type
- Signature Type
- Notify When Viewed
ActionWrite- UserRequired
- Ifolio_nameRequired
ActionSearch
- UserRequired
- iFOLIO IDRequired
- Contact Name
- Contact Email Address
- Contact Phone Number
- Contact Company
- Message Type
- Signature Type
- Notify When Viewed
ActionWrite- EmailRequired
ActionSearch
For builders
Let your AI safely access iFOLIO Cloud
Go beyond Zap workflows. Install Zapier in your AI to call iFOLIO Cloud 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 iFOLIO Cloud from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose iFOLIO Cloud 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 iFOLIO Cloud 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: "ifolio-cloud", owner: "me" });
await zapier.runAction({
app: 'ifolio-cloud',
action: 'send_digital_biz_card',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
iFOLIO Cloud Help & Support
Common questions
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