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Folderit DMS

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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Verified

Folderit DMS

This app is supported and maintained by the official vendor Folderit Ltd.

Triggers and actions

Developed, supported and maintained by community users.

Watch Files in a Folder
Triggers when new files are added to the selected folder.
Trigger
Add a Reminder
Adds a new date-based reminder to a file.
Action
Add Meta To Folder
Adds an existing meta column to the selected folder.
Action
Create a Section / Folder
Creates a section or a folder in the selected section / folder.
Action
Delete a File
Deletes file specified by its ID.
Action
Delete a Folder or a Section
Deletes a selected folder or a section.
Action
Delete Folder's Meta
Deletes a meta field from the specified folder.
Action
Download a File
Downloads selected file.
Action
Get a File
Retrieves file by its ID.
Action
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Folderit DMS

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Supercharge your workflows

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.

Hands-Free Contract Archiving

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

Instant Approval Notifications

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

Synchronized Document Metadata

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

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.