Triggers when selected Folderit record events occur, including create, update, move, share, tag, and metadata changes.

Triggers when selected Folderit task and workflow events occur.

Creates a typed Folderit eForm record after validating every mapped field.

Creates or updates one explicit Folderit public link with READ or PREVIEW access and verifies it.

Creates or updates one exact private Folderit share without broadening access recursively, then verifies the result.

Copies one Folderit record with explicit safe defaults and returns the ordered duplicate UID when complete.

Sends a request to a Folderit API endpoint with custom parameters.

Lists the current workflow progress visible for one Folderit record.

Creates an eForm record with metadata and one staged PDF, then verifies both records.

Lists Folderit eForm/data types and their exact typed field UIDs.

Lists a bounded page of versions for one Folderit file, including stable version UIDs and the current-version flag.

Lists a bounded page of Folderit reminders for the account or one record, with stable IDs and normalized due times.

Locks an unlocked Folderit file or unlocks only the exact current lock, then verifies the file state.

Adds or removes one exact existing Folderit tag and verifies the resulting assignment.

Asks one recipient to complete selected eForm fields and verifies their visible and editable field settings.

Starts a configured manual Folderit workflow for a file or folder.

Renames or moves a Folderit file or folder and updates its document details.

Validates and updates one exact Folderit metadata definition, then verifies the saved typed value.

Finds a Folderit eForm record by exact UID or by bounded typed filters.

Finds one workflow request visible to the connected Folderit user.

Triggers when a new channel is created within a team.

Triggers when a new message is received in a chat.

Triggers when a new member is added to a team. Requires installation of the

Triggers when a new reply is added to a message in a channel. Requires installation of the

Creates a new one-on-one chat between you and a team member.

Edit an existing message in a chat.

Creates a reply to a channel message.

Sends a message to a public channel from the Zapier bot. Requires installation of the

Sends a message to an existing chat.

Sets your availability status.

Updates an existing chat message that contains an adaptive card. You can replace the card, or disable its buttons to mark a decision (for example, after an approval).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments.

Finds a chat message by its ID within a specified chat and returns the message details including any attachments.

Finds public channels by name within a team.

Triggers when an exact record has a completed workflow progress instance, rather than an individual task response.

Creates one validated Folderit task for an exact record and recipient.

Creates or updates one exact Folderit reminder in a bounded record scope and verifies the saved result.

Downloads a Folderit file for use in later Zap steps without exposing Folderit credentials.

Finds an existing Folderit folder path or safely creates the missing folders.

Gets a bounded, permission-aware Folderit audit trail for one record or the account.

Imports a file into the selected folder.

Reads the connected user’s effective Folderit permissions for one exact account resource without changing access.

Reads status or bounded item results for existing Folderit eForm field-copy jobs without submitting or replaying a job.

Lists files, folders, or both inside one Folderit folder.

Lists attachment metadata for one Folderit task without exposing signed download URLs.

Lists, adds, or removes an exact Folderit record relation without deleting either record.

Finds a bounded, ordered window of Folderit file-sync events after a saved cursor without replaying any write.

Revokes one exact Folderit share only after typed confirmation and verifies that it is absent or deleted.

Updates only explicitly mapped Folderit eForm fields and verifies the exact readback.

Creates or updates metadata fields on a Folderit file or folder.

Searches Folderit records using content, metadata, document, folder, tag, type, and date filters.

Finds a Folderit file or folder by UID, name, document number, or metadata value.

Gets one Folderit file, folder, or eForm/data-item record by its exact UID.

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the

Triggers when a new message is posted in a channel. Requires installation of the

Creates a new channel within a team. Requires installation of the

Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).

Creates a new private channel within a team. Requires installation of the

Posts an approval card to a chat or public channel and waits for someone to approve or decline it. Returns the decision, who responded, and any form inputs they filled in. Requires installation of the

Sends a message to an existing channel.

Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.

Soft-deletes a message in a chat. You can only delete messages you sent.

Updates your profile information including name, phone numbers, about me, and birthday. Note: Phone fields require admin-approved User-Phone.ReadWrite.All permission.

Finds a channel by its ID within a specified team and returns the channel details.

Finds a chat by its ID and returns the chat details including the member list.

Finds a team member by name or email.