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Folderit DMS Make integrationAutomate Folderit DMS with Make.

Is the Folderit DMS Make integration worth setting up? It gives you 17 modules: 1 scheduled trigger, 13 actions and 3 searches to file, tag and clean up documents without code. Below, you link your account and build a first scenario step by step.

Try the Folderit DMS integration on MakeSee the 17 modules

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What you can automate

What can the Folderit DMS Make integration automate?

The Folderit DMS Make integration links your document space to Make, a no-code tool where you chain apps into a scenario (the automation you build). Each brick of that chain is a module: here, one trigger that spots new files in a folder, plus actions and searches that create folders, edit folder metadata, handle files and start Folderit workflows.

Files that start their own review. Watch Files in a Folder notices a document dropped into a folder, and Start a Workflow hands it to a workflow you set up in Folderit DMS. Nobody has to forward anything by email or remember to ping the reviewer.

A client folder ready before the first document. When a deal is signed in your CRM, Create a Section / Folder opens the client folder and Add Meta To Folder labels it with the client name or the contract reference, so the team finds it in seconds later on.

Documents that travel to other tools. Download a File brings the file content into the scenario so a later module can store it, attach it to an email or send it for signature. List Files from Folder works on a whole folder, with one bundle (one item passed to the next module) per file it returns.

What Make does not give you: its own documentation for Folderit DMS is marked as limited, so field details are learned in the editor. For anything the 17 modules miss, Make an API Call reuses your connection. Before you commit, the Make review and Make pricing pages help, and if you also weigh n8n, read n8n vs Make.

Connect

How do you connect Folderit DMS to Make?

  1. 01

    Add a Folderit DMS module

    In any scenario, add a Folderit DMS module, for example Watch Files in a Folder, then click Create a connection. A connection is simply your Folderit account linked to Make one time: after that, every Folderit module you add picks it up on its own.

  2. 02

    Name the connection

    Give the connection a name you will recognize later, such as the team or the workspace it belongs to. This step is optional, but it saves guesswork on the day you link a second Folderit account to Make.

  3. 03

    Authorize and save

    Follow what the window asks: approve Make on the Folderit DMS page, or paste the key Folderit gives you. Then click Save. The module can now list the folders and items it reads from your account.

First scenario

Your first scenario with Folderit DMS

GoalWhen a new file lands in a Folderit DMS folder, Make starts a workflow in Folderit DMS.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario and click the + to add its first module. Type Folderit DMS in the search box to see the 17 modules on offer.

  2. 02

    Set the trigger

    Pick Watch Files in a Folder and click Create a connection if this is your first Folderit module. Once connected, choose the folder to watch from the list Make shows.

  3. 03

    Add the workflow step

    Click the + on the right of the trigger and add Start a Workflow. Fill in its fields and map data from the trigger, such as the file it just found.

  4. 04

    Test with Run once

    Drop a test file in the watched folder, then click Run once. Read the bundles each module received and check in Folderit DMS that the workflow really started.

  5. 05

    Schedule and switch on

    Click the clock on the first module: a new scenario runs every 15 minutes by default, and paid plans go down to 1 minute. Save, then switch the scenario on.

Triggers

What starts a Folderit DMS scenario?

1 module starts a scenario when something happens in Folderit DMS. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Folderit DMS as soon as it happens.

Folderit DMS1Watch Files in a Folder

Watch Files in a Folder

triggerIn the docs only

This trigger gives you a scenario that reacts to new documents: it keeps an eye on the folder you pick and passes each file it finds to the next module as a bundle. It is the only trigger Folderit DMS has in Make, so most flows start here.

How it fires
scheduled. Make checks the app on the scenario's schedule, every 15 minutes by default, so a new file shows up at the next check rather than the second it is uploaded.
When to use it
a shared intake folder where colleagues drop contracts or supplier invoices that need a follow-up.
Watch out
Make's page describes no setting for this module, so open it in the editor and confirm which folders it offers before you build on it.
Modules

What can Folderit DMS do in a Make scenario?

Folderit DMS gives you 16 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Folderit DMS1

Add Meta To Folder

ActionIn the docs only

Labeled folders your team can sort and find without opening them. Add Meta To Folder writes meta values (metadata such as a client name or a reference) on the folder you point to, with data mapped from earlier modules.

When to use it
right after Create a Section / Folder, to label a new client folder with details from your CRM or a form.
Watch out
if the folder already carries meta, look at Update Folder's Meta too, since its name targets existing values.
Folderit DMS2

Create a Section / Folder

ActionIn the docs only

A new place to file documents, created without clicking through Folderit DMS. This module builds a section or a folder from data the scenario already holds, like a project name coming from another app.

When to use it
a project is won and its folder should exist before the first document arrives.
Watch out
if the scenario can fire twice for the same project, run Search Folders first, or you may end up with two identical folders.
Folderit DMS3

Delete Folder's Meta

ActionIn the docs only

Folders stripped of labels that no longer apply, so views and searches stop pointing to them. Delete Folder's Meta removes meta information from the folder you choose.

When to use it
a case is closed and the status label attached to its folder should disappear with it.
Watch out
Make's page says nothing about getting removed meta back, so try the module on a sample folder with Run once before the scenario goes live.
Folderit DMS4

Delete a File

ActionIn the docs only

Folders kept free of outdated copies. Delete a File removes one file from Folderit DMS each time it runs, which makes sense once another step has already stored the document elsewhere.

When to use it
after Download a File has sent a signed document to its final home and the draft can go.
Watch out
Make's page says nothing about recovering a deleted file, so double-check which file you map into this module.
Folderit DMS5

Delete a Folder or a Section

ActionIn the docs only

A whole structure cleared in one step when it is no longer needed. Delete a Folder or a Section is the broadest cleanup module of the app, one level above Delete a File.

When to use it
a test project created by an earlier scenario has to disappear from your space.
Watch out
Make's page does not say what happens to the files inside, so run it first on an empty sample folder with Run once.
Folderit DMS6

Download a File

ActionIn the docs only

The actual content of a document inside your scenario, not only its name. Download a File hands the file to the next module, which can then store it, attach it to an email or send it for signature.

When to use it
a signed contract kept in Folderit DMS must also sit in your accounting tool.
Watch out
on the Free plan Make handles files up to 5 MB and 512 MB of transfer, so large scans can stop the run.
Folderit DMS7

Get a File

ActionIn the docs only

One known file brought into the scenario so later modules can use it. Get a File fetches the file you point to, typically one that a trigger or a search found a step earlier.

When to use it
the trigger gave you a file and you want its details before choosing which workflow to start.
Watch out
if the next step needs the document itself, check with Run once what the bundle carries, or switch to Download a File.
Folderit DMS8

Get a Folder

ActionIn the docs only

Everything Make can read about one folder, ready to map in the next module. Get a Folder works on a single folder you have already identified, by its place in your structure or through an earlier module.

When to use it
before Update a Folder, to check the current state of a client folder.
Watch out
if you only know part of the folder name, start with Search Folders and pass its result here.
Folderit DMS9

List Files from Folder

SearchIn the docs only

Every file of a folder as a separate item your scenario can handle one by one. This search returns zero, one or several bundles, and each following module runs once per bundle, each run counting as an operation on your Make plan.

When to use it
a folder is closed and all its documents must be copied to an archive tool.
Watch out
a crowded folder means many operations, so test on a small one first.
Folderit DMS10

List Sections

SearchIn the docs only

A view of the top level of your Folderit DMS structure without opening the app. List Sections returns the sections of your space as bundles, and there can be zero, one or several of them.

When to use it
a scenario has to decide where a new folder goes and first needs the sections to choose from.
Watch out
every module placed after it runs once per section returned, which adds operations quickly.
Folderit DMS11

Make an API Call

ActionIn the docs only

Access to the parts of Folderit DMS that the listed modules leave out, with the connection you already set up. Make an API Call sends a request to any endpoint of the Folderit DMS API from inside the scenario.

When to use it
you need a Folderit feature that has no module of its own in Make.
Watch out
Make's documentation for this app is marked as limited, so keep Folderit's own API reference open while writing the request.
Folderit DMS12

Search Folders

SearchIn the docs only

The right folder found from what you know about it, instead of browsing the tree by hand. Search Folders returns its matches as bundles, which can be none, one or several.

When to use it
an invoice arrives by email and must be filed in the folder of the client it names.
Watch out
when several folders match, every following module runs for each of them, so refine the search until Run once returns only one.
Folderit DMS13

Start a Workflow

ActionIn the docs only

A document pushed into the process your team already follows in Folderit DMS, kicked off by an event from Make. Start a Workflow launches a Folderit workflow, so an outside signal can open an internal review.

When to use it
Watch Files in a Folder spots a new supplier contract and the legal team must go over it.
Watch out
Make only starts the workflow; what happens next follows the workflow as it is set up in Folderit DMS.
Folderit DMS14

Update Folder's Meta

ActionIn the docs only

Folder labels that stay in step with the rest of your tools, such as a deal moving forward in your CRM. Update Folder's Meta changes meta values on a folder from data mapped in the scenario.

When to use it
a project goes from signed to delivered and the status on its folder should follow.
Watch out
to set a value the folder does not carry yet, compare with Add Meta To Folder using Run once.
Folderit DMS15

Update a Folder

ActionIn the docs only

A folder that keeps matching the record it belongs to in another tool. Update a Folder edits the folder you point to, with values taken from earlier modules of the scenario.

When to use it
a client changes its company name in your CRM and its folder should reflect it.
Watch out
meta values have their own modules (Add Meta To Folder, Update Folder's Meta); open Update a Folder in the editor to see what it lets you change.
Folderit DMS16

Upload A File

ActionIn the docs only

Documents from other apps stored straight in the right Folderit DMS folder. Upload A File takes a file produced earlier in the scenario, for instance an email attachment or a generated PDF, and puts it in Folderit DMS.

When to use it
invoices received by email should reach the accounting folder without anyone saving them by hand.
Watch out
on the Free plan Make handles files up to 5 MB, so heavy scans may call for a paid plan.
Need help

Need help automating Folderit DMS with Make?

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FAQ

Folderit DMS Make integration: common questions

01Is the Folderit DMS Make integration free?
Yes. Folderit DMS is a standard app in Make, so it works on the Free plan. That plan has limits worth knowing: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution at most, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute and allow unlimited active scenarios. Usage is counted in operations, one per module and per bundle, so a busy folder uses your allowance faster.
02What is needed to connect Folderit DMS to Make?
A Folderit DMS account and a Make account; Make's documentation lists no other prerequisite for this app. Add any Folderit DMS module, click Create a connection, give it a name if you like, then approve Make on the Folderit page or paste the key Folderit gives you, and save. The connection is stored once, and every Folderit module in your scenarios reuses it, so the process is never repeated module by module.
03Does the Folderit DMS trigger in Make work in real time?
No. Watch Files in a Folder is a scheduled trigger: Make checks your folder on the scenario's schedule instead of being called by Folderit DMS the moment a file lands. A new scenario checks every 15 minutes by default, which is also the shortest interval on the Free plan, while paid plans go down to 1 minute. The editor shows it with a clock badge on the module, where an instant trigger would carry a lightning badge.
04What if a Folderit DMS module is missing in Make?
Use Make an API Call. It reaches any endpoint of the Folderit DMS API from your scenario with the same connection, so a feature without a dedicated module stays within reach. Keep in mind that Make marks its own documentation for Folderit DMS as limited: the listed modules come with little detail, and writing a request means reading Folderit's API reference. Testing each call with Run once shows exactly what comes back before the scenario goes live.
05Should Folderit DMS run on Make or on n8n?
It depends on what you can verify for your own case. In Make, Folderit DMS comes with 17 modules: 1 scheduled trigger, 13 actions and 3 searches, with Make an API Call for the rest. n8n often has a node for the same app, but this page does not confirm one for Folderit DMS, so check n8n's catalog first. Then compare the exact operations each tool offers for the job you have in mind, rather than general reputation.
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