Automate Folderit document workflows with viaSocket
Route files, run approvals, auto-tag metadata and securely share documents across apps and teams — no code required, measurable business outcomes.
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Triggers and Actions in Folderit Automations
viaSocket makes it simple to connect Folderit and automate repetitive tasks.
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.
How to get started with Folderit automations
Automate when something happens in Folderit
Login -> Create new flow -> Select trigger -> Search Folderit -> Choose the trigger from the list
Take action in Folderit when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Folderit -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can automate document routing, approval workflows, metadata tagging, version control, secure sharing and integrations with CRM, e-sign, helpdesk and reporting tools — turning manual document tasks into measurable workflows.
No. viaSocket provides pre-built workflow templates and a visual builder so non-technical users can create automations. Workflows can also be customized with help from your team or a consultant.
Folderit is built for secure document storage with access controls and sharing options. viaSocket connects apps over secure channels and only performs authorized actions. You control permissions and what data moves between systems.
Yes. viaSocket can add AI-enabled steps (OCR, text extraction, NLP classification) to automatically extract fields, tag documents, and route them based on content — reducing manual review and speeding decisions.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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