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IntelligenceBank
IntelligenceBank
Code by Zapier
Code by Zapier
1. Select the event
App
IntelligenceBank
Choose a trigger A trigger is the event that starts your Zap—like a "New Custom Page" from IntelligenceBank.
Add your action An action happens after the trigger—such as "Run Javascript" in Code by Zapier.
You’re connected! Zapier seamlessly connects IntelligenceBank and Code by Zapier, automating your workflow.
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.
Triggers Actions Triggers & Actions
New Custom Page Triggers when a new custom page is added to IntelligenceBank.
Try It New Folder Triggers when a new Folder is added, either at the root level or within a specific folder.
Folder _id
Search Keywords
Try It New Markup Comment Triggers when a Markup Comment is added.
Try It New or Updated Record File Triggers when a new Record File is uploaded or updated, including with a new Revision.
Database _id
Field _id
Record File Upload Type
Record File Entry Type
Approval Revision
Workflow Approval Status
Try It New or Updated Resource Triggers when a Resource has been added or updated within IntelligenceBank - can be restricted to a specific folder area.
Folder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try It New or Updated Workflow Request Triggers when a Workflow Request has been created or updated.
Creator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try It New Resource Triggers when a new Resource is added to the platform or a specific folder.
Folder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try It New Workflow Request Triggers when a new Workflow Request has been submitted.
Creator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try It Updated Database Record Triggers when a Database Record is updated.
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try It Updated User Triggers when a user is updated in IntelligenceBank.
Try It Add Record Multi-Upload Field File or URL Add a new URL or File to an existing Database Record's multi upload field.
Create Compliance Risk Review Create a new compliance risk review for text content or a file.
Upload File Upload a File to IntelligenceBank so that it can then be attached to a Resource or Record entry.
Create Permission Group Create a Permission Group.
Template Group _idRequired
Group Description
Create Record File Workflow Request Create a new Record File Workflow Request.
Source Record _idRequired
Request Comment
Required By Date
Create Remote Resource File Create a new Remote Resource File. A Remote Connection must exist on your platform.
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
Remote Connector KeyRequired
Delete Database Record Delete a Database Record.
Extract File Metadata Extract the File Metadata as per Metadata Mapping settings, for use in a subsequent Create/Update Resource call.
Get Compliance Risk Review Details Get the details of a compliance risk review, including comments.
Compliance Review IDRequired
Update Database Record Update an existing Database Record, most likely with input from previous steps.
Update Record As DraftRequired
Owner Groups
Owner Division
Update Resource File Update the file details of a File Resource in IntelligenceBank.
Resource Name
File - Tmp FilenameRequired
Create New VersionRequired
New Version Comment
Update Workflow Request Collaborators Update the Collaborators of an existing Workflow Request. You will require the Users _id.
Workflow Request _idRequired
View Custom Form Details Returns all details about a given Custom Form. Use this to input or map custom form fields in further actions.
Get Public Link Request the Public Share Link URL of a Resource. Only applicable if Resource is enabled for Public Sharing.
View Resource Details Returns all details about a given Resource.
Search Custom Pages Search for Custom Pages.
Max Results (1-100)Required
Custom Page Title to search for
Custom Page _id to search for
Custom Page id to search for
Custom Page Status to search for
Custom Page Created By User _id to search for
Custom Page Updated By User _id to search for
Search Folders Search for Resource Folders.
Parent Folder _id
Keyword(s) to search for
Max Results (1-100)Required
Search Markup Comments Search for Markup Comments.
Search Database Records Search for Records in a specific Database.
Sort by Field. Left blank to sort by relevance.Required
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
Return Friendly Form Data
Search Users Search for Users.
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
User Status to search for
Keywords to search for
Search or Create Folders Search or Create Resource Folders.
Parent Folder _id
Keyword(s) to search for
Max Results (1-100)Required
Destination Folder _idRequired
Folder Description
Run Python Use Python to kick off a workflow.
Try It Run Javascript Run Javascript code
Zap_id
Zap_step_id
Input Data
New Database Record Triggers when a New Record is added to a Database.
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try It New Permission Group Triggers when a new permission Group is added.
Try It New or Updated Custom Page Triggers when a custom page is added or updated in IntelligenceBank.
Try It New or Updated Database Record Triggers when a Database Record is added or updated.
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try It New or Updated User Triggers when a user is added or updated in IntelligenceBank.
Try It New Record File Revision Triggers when a new Record File is created. Can be restricted to only apply to the initial upload.
Database _id
Field _id
File Upload Type
Record File Trigger Type
Approval Revision
Workflow Approval Status
Try It New User Triggers when a new user is added to IntelligenceBank.
Try It Updated Custom Page Triggers when a custom page is updated in IntelligenceBank.
Try It Updated Resource Triggers when a Resource has been updated within IntelligenceBank - can be restricted to a specific folder area.
Folder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try It Updated Workflow Request Triggers when a Workflow Request has been updated.
Creator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try It Authenticate Authenticate to an IntelligenceBank platform.
Create Database Record Creates a new Database Record, typically with input from a previous step.
Create Record As Draft
Owner Groups
Owner Division
Create Folder Create a Folder or Sub-Folder. This call is in Beta and currently supports defining the Parent Folder, Name and Description of the folder.
Destination Folder _idRequired
Folder Description
Create Markup Comment Create a Markup Comment.
Create Resource Create a new File Resource. A file must have been uploaded previously.
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File - Original FilenameRequired
Publish From Record
Create URL Resource Create a new URL Resource.
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
Publish From Record
Delete Markup Comment Delete a Markup Comment.
Get Compliance Review Annotated PDF URL Returns a URL that can be used to download the annotated PDF version of a compliance risk review.
Compliance Review IDRequired
Start Record File Manual Risk Review Manually initiate a risk review for one or more Record File revisions. Note that this action expects manual Risk Reviews to be enabled on the Multi-Upload field.
Record File ID(s)Required
Update Permission Group Update a Permission Group.
Update Resource Metadata Update the metadata of an existing Resource.
View Filter View Filter Details
View Group View Group Details
View a Record Returns all details about a given Record. Use this to input or map Record data in further actions.
View Workflow Request View Workflow Request Details
Workflow Request _idRequired
Search Filters Search for Filters.
Search Permission Groups Search for Permission Groups.
Max Results (1-100)Required
Search Keywords
Search Record Upload Files Search for Record Upload Files.
Record File _id
Database _id
Record _id
Field _id
File Upload Type
Ref
Approval Revision
Workflow Approval Status
Max Results (1-100)Required
Search Resources Search for Resources
Folder _id
Search Sub-Folders
Max Results
Search Keywords
Search Scope
File Extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
Search Workflow Requests Search for Workflow Requests.
Creator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Source Item _id
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Max Results (1-100)Required
Search or Create Groups Search or Create Permission Groups.
Max Results (1-100)Required
Search Keywords
Template Group _idRequired
Group Description
Run Javascript Use Javascript to kick off a workflow.
Try It Run Python Run Python code
Zap_id
Zap_step_id
Input Data
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Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* intelligencebank / code action */ }); Run the SDK docs There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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