Connect Teamgate and Folderit
Integrate Teamgate with Folderit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Account in Folderit when New Company Created in Teamgate
Update Account Information in Folderit when New Company Created in Teamgate
Delete an Account in Folderit when New Company Created in Teamgate
Create a Group in Folderit when New Company Created in Teamgate
Update Group Name in Folderit when New Company Created in Teamgate
Popular Teamgate + Folderit flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamgate
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed
Choose an action
Folderit
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
Create an Account in Folderit when New Company Created in Teamgate
Use this flowUpdate Account Information in Folderit when New Company Created in Teamgate
Use this flowDelete an Account in Folderit when New Company Created in Teamgate
Use this flowCreate a Group in Folderit when New Company Created in Teamgate
Use this flowUpdate Group Name in Folderit when New Company Created in Teamgate
Use this flowDelete a Group from Folderit when New Company Created in Teamgate
Use this flowUpdate User Profile in Folderit when New Company Created in Teamgate
Use this flowAdd a Person to Folderit when New Company Created in Teamgate
Use this flowUpdate a Person in Folderit when New Company Created in Teamgate
Use this flowDelete a Person from Folderit when New Company Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Teamgate and Folderit.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Teamgate integrations.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
List Products Collection
Retrieves the list of all product records from your Teamgate CRM account.
List Emails Collection
Retrieves a list of all emails from your Teamgate 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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamgate and Folderit 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 Teamgate and Folderit 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 Folderit. No coding required.
Yes. You can set up a workflow where Teamgate triggers actions in Folderit, and a separate workflow where Folderit triggers actions in Teamgate. 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 Teamgate and Folderit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamgate and Folderit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
