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Folderit DMS
Folderit DMS
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Folderit DMS
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Folderit DMS.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Folderit DMS and Xero, 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.
Create a new record or update an existing record in your app.
Organization
Required
Item Code
Required
Name
Required
Description
Is Sold
Required
Sales Unit Price
Sales Account
Sales Tax Type
Is Purchased
Required
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is Tracked
Required
Inventory Asset Account
Cost of Goods Sold Account
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Transaction_type
Required
Contact
Required
Bank Account
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address__type_of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax_number
Bank Account Number
Groups
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Warning_message
Credit Note ID
Required
Allocation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Reference
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Document Type
Document ID or Number
Required
Paid To
Required
Date
Currency_rate
Amount
Required
Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact (supplier)
Required
Date
Delivery_date
Order Number
Reference
Theme
Currency
Tax_type
Delivery_address
Attention
Telephone
Delivery_instructions
Attachments
Purchase Order Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Employee
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Quote ID
Required
Quote Number
Status
Contact
Required
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Resource type
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search By
Required
Order ID or Number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address__type_of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax_number
Bank Account Number
Groups
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Folderit DMS and Xero with AI agents and code
Beyond Zap workflows. Call Folderit DMS and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Folderit DMS and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add File Version
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Customers have created over 25 million Zaps on the platform
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Connect Folderit DMS and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Xero on the Zapier blog
Make work flow with AI
Level up your Folderit DMS to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
