Connect Folderit DMS integrations
Classify your business records, compliance files, and e-signatures by connecting Folderit DMS to Make. Linking this secure cloud platform to our workflow automation tool lets you instantly launch multi-step approvals, update folder metadata, and archive scanned files. Register for free today to build your first automated document control pipeline.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Folderit Ltd.
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Adds an existing meta column to the selected folder.
Creates a section or a folder in the selected section / folder.
Deletes a meta field from the specified folder.
Deletes file specified by its ID.
Deletes a selected folder or a section.
Downloads selected file.
Retrieves file by its ID.
Retrieves the folder information.
Lists all files from the specified folder.
Connect any app with Folderit DMS
Popular Folderit DMS workflows.
Connect Folderit DMS with your daily tools. Automate document approvals, sync files, and simplify your data organization.
Streamline Document Management: Integrate Folderit with Make
By connecting Folderit with Make, you can automate document ingestion, sync customer profiles, and route compliance files securely. Keep your team notified and speed up approvals.
Instantly save email attachments, form uploads, or CRM files directly into Folderit without manual downloading and uploading.
Automatically trigger approval tasks in Slack or archive finalized contracts from tools like DocuSign directly into Folderit.
Keep your CRM up to date by automatically linking folder links or document statuses from Folderit to your client profiles.
Send instant team alerts in Slack or Microsoft Teams whenever a critical document is uploaded or updated in Folderit.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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