Connect Easybroker and Folderit to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Choose an Action
Automatically do this!
Create an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Ready to use Easybroker and Folderit automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Triggers when a new contact is created in EasyBroker.
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
Get Contact By ID
Get a contact's details by contact ID.
Get Property By ID
Get the details of a specific property using its property ID.
List All Collaborations
Show all collaborations for the connected EasyBroker account
Get All Property Features
Get all property features from your EasyBroker account.
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Frequently Asked Questions
To start, connect both your Easybroker and Folderit accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Folderit (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in Folderit. This includes choosing which data fields go into which fields of Folderit, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and Folderit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Easybroker and Folderit. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn More
