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
- 8,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
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
iFOLIO Cloud Help & Support
Common questions
Related categories