Connect WhatConvert and Folderit
Integrate WhatConvert with Folderit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Account in Folderit when When a new lead is created in WhatConvert
Update Account Information in Folderit when When a new lead is created in WhatConvert
Delete an Account in Folderit when When a new lead is created in WhatConvert
Create a Group in Folderit when When a new lead is created in WhatConvert
Update Group Name in Folderit when When a new lead is created in WhatConvert
Popular WhatConvert + Folderit flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
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 When a new lead is created in WhatConvert
Use this flowUpdate Account Information in Folderit when When a new lead is created in WhatConvert
Use this flowDelete an Account in Folderit when When a new lead is created in WhatConvert
Use this flowCreate a Group in Folderit when When a new lead is created in WhatConvert
Use this flowUpdate Group Name in Folderit when When a new lead is created in WhatConvert
Use this flowDelete a Group from Folderit when When a new lead is created in WhatConvert
Use this flowUpdate User Profile in Folderit when When a new lead is created in WhatConvert
Use this flowAdd a Person to Folderit when When a new lead is created in WhatConvert
Use this flowUpdate a Person in Folderit when When a new lead is created in WhatConvert
Use this flowDelete a Person from Folderit when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Folderit.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
Do thisActions
Action is the task that follows automatically within your WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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 WhatConvert 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 WhatConvert 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 WhatConvert triggers actions in Folderit, and a separate workflow where Folderit triggers actions in WhatConvert. 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 WhatConvert and Folderit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert 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.
