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Connect Folderit DMS integrations

Safeguard your corporate documents and manage multi-step approvals by connecting Folderit DMS to Make. Linking this secure repository to our workflow automation tool lets you instantly upload large files, apply custom metadata tags, and trigger legally binding electronic signatures. Sign up for free today to configure your first automated compliance system.

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Build your Folderit DMS integrations.

Automate your document management by connecting Folderit DMS with your daily tools. Use Make to build custom integrations and design powerful workflows. Start your free Make trial today to integrate Folderit DMS.

Folderit DMS
Add Meta To Folder

Adds an existing meta column to the selected folder.

Action
Folderit DMS
Create a Section / Folder

Creates a section or a folder in the selected section / folder.

Action
Folderit DMS
Delete Folder's Meta

Deletes a meta field from the specified folder.

Action
Folderit DMS
Delete a File

Deletes file specified by its ID.

Action
Folderit DMS
Delete a Folder or a Section

Deletes a selected folder or a section.

Action
Folderit DMS
Download a File

Downloads selected file.

Action
Folderit DMS
Get a File

Retrieves file by its ID.

Action
Folderit DMS
Get a Folder

Retrieves the folder information.

Action
Folderit DMS
List Files from Folder

Lists all files from the specified folder.

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Connect any app with Folderit DMS

Popular Folderit DMS workflows.

Connect Folderit DMS to your everyday tools. Automate document sharing, sync files, and simplify your daily work using Make.

Automate Your Document Workflows by Connecting Folderit DMS with Make

Integrate Folderit DMS with Make to automate document storage, approval notifications, and metadata updates. Connect your everyday business tools to Folderit DMS and keep your entire team aligned.

Seamless File Uploads

Automatically send email attachments, CRM documents, or webform uploads directly to Folderit without manual downloading and saving.

Instant Approval Notifications

Keep your team in the loop by automatically sending Slack or Teams messages whenever a document in Folderit requires approval.

Hands-Free Contract Archiving

Automatically move finalized contracts from your CRM or sales platforms directly into Folderit’s secure, compliant storage.

Synchronized Document Metadata

Instantly update databases or project management tools whenever a new document version is uploaded or modified 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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