IntegrationsFolderitsmartloop
Folderit + smartloop

Connect Folderit and smartloop to Build Intelligent Automations

Choose a Trigger

Folderit

When this happens...

Choose an Action

smartloop

Automatically do this!

Enable Integrations or automations with these events of Folderit and smartloop

Enable Integrations or automations with these events of Folderit and smartloop

Actions

Create an Account

Create an Account

Create a new account.

Update Account Information

Update Account Information

Update the details of an existing account.

Delete an Account

Delete an Account

Delete a specific account.

Create a Group

Create a Group

Create a new group under the account.

Update Group Name

Update Group Name

Update the name of a group under the account.

Delete a Group

Delete a Group

Delete a group from the account.

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Frequently Asked Questions

How do I start an integration between Folderit and smartloop?

To start, connect both your Folderit and smartloop accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in smartloop (or vice versa).

Can we customize how data from Folderit is recorded in smartloop?

Absolutely. You can customize how Folderit data is recorded in smartloop. This includes choosing which data fields go into which fields of smartloop, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Folderit and smartloop?

The data sync between Folderit and smartloop typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Folderit to smartloop?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Folderit and smartloop?

Yes, you can set conditional logic to control the flow of data between Folderit and smartloop. 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.

Folderit

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.

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smartloop

About smartloop

Simplicity and automation. Sell more by using conversational AI to collect leads, nurture and engage with better insights. Enjoy improved CTR by elevating your email marketing.

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