Connect Folderit and Custom Views
Integrate Folderit with Custom Views to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Folderit and Custom Views
Supported Triggers & Actions
Everything you can automate between Folderit and Custom Views.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Folderit integrations.
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
Delete a Group
Delete a group from the account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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 moreAbout Custom Views
Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Folderit and Custom Views accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Folderit and Custom Views as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Custom Views. No coding required.
Yes. You can set up a workflow where Folderit triggers actions in Custom Views, and a separate workflow where Custom Views triggers actions in Folderit. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Folderit and Custom Views. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Folderit and Custom Views integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
