IntelligenceBank Integrations

Name: Zapier
Availability: InStock

Put IntelligenceBank to work with AI and enterprise-grade automation

Automate smarter with IntelligenceBank and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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monday.com

Project Management

AWS Lambda

Amazon, Developer Tools

Jira Software Cloud

Project Management

Gmail

Email, Google

Microsoft Office 365

Email, Microsoft

Chatfuel

Social Media Marketing

Typeform

Forms & Surveys

Shopify

eCommerce

Google Docs

Documents, Google

monday.com

Project Management

AWS Lambda

Amazon, Developer Tools

Jira Software Cloud

Project Management

Gmail

Email, Google

Microsoft Office 365

Email, Microsoft

Chatfuel

Social Media Marketing

monday.com

Project Management

AWS Lambda

Amazon, Developer Tools

Jira Software Cloud

Project Management

Gmail

Email, Google

Microsoft Office 365

Email, Microsoft

Chatfuel

Social Media Marketing

Typeform

Forms & Surveys

Shopify

eCommerce

Google Docs

Documents, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send direct messages in Slack for new resources in IntelligenceBank
Details
Try it
IntelligenceBank + Slack

Send direct messages in Slack for new resources in IntelligenceBank

Details

Try it

IntelligenceBank + Slack

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.

New Custom Page
Triggers when a new custom page is added to IntelligenceBank.
Trigger
Polling
Try It
- Folder _id
- Search Keywords
Trigger
Polling
Try It
- Resolved
- Source Type
  Required
- Source _id
- Parent MarkUp Comment
- MarkUp Comment Creator
- Keywords
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- 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
Trigger
Polling
Try It

- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- 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
Trigger
Polling
Try It

- Division
- Group
Trigger
Polling
Try It
Updated Custom Page
Triggers when a custom page is updated in IntelligenceBank.
Trigger
Polling
Try It
- 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
Trigger
Polling
Try It
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Platform URL
  Required
- Email Address
  Required
- Password
  Required
Action
Write
- Database _id
  Required
- Create Record As Draft
- Owner Groups
- Owner Division
Action
Write
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Write
- Source _id
  Required
- Source Type
  Required
- Message
- XFDF Annotation
- Color
- Id
- Page
- X
- Y
- Type
- Content
- Resource Type
- Start Time
- End Time
Action
Write
- Folder _id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - Original Filename
  Required
- Publish From Record
Action
Write
- Folder _id
  Required
- Resource URL
  Required
- Resource Name
  Required
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- Publish From Record
Action
Write
- Markup Comment _id
  Required
Action
Write
- Compliance Review ID
  Required
Action
Write
- Record File ID(s)
  Required
Action
Write
- Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Resource _id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Filter _id
  Required
Action
Write
- Group _id
  Required
Action
Write
- Record _id
  Required
- Return Friendly Form Data
Action
Write
- Workflow Request _id
  Required
Action
Write
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
Action
Search
- Sort by field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
Action
Search
- Record File _id
- Database _id
- Record _id
- Field _id
- File Upload Type
- Ref
- Approval Revision
- Workflow Approval Status
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Folder _id
- Search Sub-Folders
- Sort by Field
  Required
- Sort order
  Required
- 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
Action
Search
- Sort by field
  Required
- Sort order
  Required
- Max Results
  Required
- 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
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Search or write

- Database _id
  Required
- 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
Trigger
Polling
Try It
- Search Keywords
Trigger
Polling
Try It
New or Updated Custom Page
Triggers when a custom page is added or updated in IntelligenceBank.
Trigger
Polling
Try It
- Database _id
  Required
- 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
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
- Database _id
- Field _id
- File Upload Type
- Record File Trigger Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Module
- Creator User _id
- Creator Group _id
- Creator Division _id
- Source Item _id
- Secondary Source Item _id
- Secondary Source Controller
Trigger
Polling
Try It
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Database _id
  Required
- 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
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
Action
Write
- Review Type
  Required
- Document ID
  Required
- Product Key
Action
Write
- Target
  Required
- File Name
  Required
- File
  Required
Action
Write
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Record File _id
  Required
- Field _id
  Required
- File Name
  Required
- Source Record _id
  Required
- Request Comment
- Request Type
  Required
- Required By Date
Action
Write
- Folder _id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File Name
  Required
- Remote File Name
  Required
- Remote Connector Key
  Required
Action
Write
- Record _id
  Required
Action
Write
- File Tmp Name
  Required
Action
Write
- Compliance Review ID
  Required
Action
Write
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
  Required
- Owner Groups
- Owner Division
Action
Write
- Resource Name
- Resource Id
  Required
- File - Type
  Required
- File - Tmp Filename
  Required
- File - Size
  Required
- File - New Name
  Required
- Create New Version
  Required
- New Version Comment
Action
Write
- Workflow Request _id
  Required
Action
Write
- Form Source
  Required
Action
Write
- Resource _id
  Required
Action
Write
- Resource ID
  Required
Action
Write
- Sort by field
  Required
- Sort order
  Required
- 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
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
Action
Search
- Source Type
  Required
- Source _id
- Creator _id
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Database _id
  Required
- Sort by Field. Left blank to sort by relevance.
  Required
- Sort order
  Required
- Max Results
  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
Action
Search
- Module
- Creator User _id
- Creator Group _id
- Creator Division _id
- Source Item _id
- Secondary Source Item _id
- Secondary Source Controller
- Created After
- Created Before
- Return One Entry Per
  Required
- Sort Order
  Required
- Max Results
  Required
Action
Search
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Search or write

For builders

Let your AI safely access IntelligenceBank

Go beyond Zap workflows. Install Zapier in your AI to call IntelligenceBank actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in IntelligenceBank 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

Add Record Multi-Upload Field File or URL
Authenticate

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose IntelligenceBank 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 IntelligenceBank connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "intelligencebank", owner: "me" });

await zapier.runAction({
  app: 'intelligencebank',
  action: 'append_upload_field_file',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

IntelligenceBank Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

HelpHelp

Related categories

Marketing

IntelligenceBank Integrations

Put IntelligenceBank to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send direct messages in Slack for new resources in IntelligenceBank

Send direct messages in Slack for new resources in IntelligenceBank

Supported triggers and actions

Let your AI safely access IntelligenceBank

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

IntelligenceBank Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular IntelligenceBank Integrations

Popular IntelligenceBank Integrations

IntelligenceBank Integrations

Put IntelligenceBank to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send direct messages in Slack for new resources in IntelligenceBank

Send direct messages in Slack for new resources in IntelligenceBank

Let your AI safely access IntelligenceBank

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

IntelligenceBank Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular IntelligenceBank Integrations

Popular IntelligenceBank Integrations

Connect Your App Accounts to Zapier