--- title: "Connect Groove to Folderit Dms - APIANT.ai" description: "When \"Customer Added\" fires in Groove, your agent runs \"Add entity tasks\" in Folderit Dms." canonical: "https://apiant.ai/connect/groove-to-folderit-dms" --- # Connect Groove to Folderit Dms When **Customer Added** fires in [Groove](https://apiant.ai/connections/groove), your agent runs **Add entity tasks** in [Folderit Dms](https://apiant.ai/connections/folderit-dms). Describe the whole flow and it is built, tested on every scenario and kept running. Groove **9** triggers Groove **15** actions Folderit Dms **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Groove and Folderit Dms to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Groove can start in Folderit Dms - When **Customer Added** in Groove then **Add entity tasks** in Folderit Dms - When **Note Added** in Groove then **Add file** in Folderit Dms Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Groove and Folderit Dms ## Triggers and actions 9 triggers · 37 actions - Trigger **Agent Replied** Triggers when an agent replies to a ticket. - Trigger **Customer Added** Triggers when a customer is created. - Trigger **Customer Replied** Triggers when a customer replies to a ticket. - Trigger **Note Added** Triggers when a note is added to a ticket. - Trigger **Ticket Assigned** Triggers when a ticket is assigned. - Trigger **Ticket Closed** Triggers when a ticket is closed. - Trigger **Ticket Opened** Triggers when a ticket is opened. - Trigger **Ticket Started** Triggers when a new ticket is created. - Trigger **Ticket Tagged** Triggers when a ticket is tagged. - Action **Add label to ticket** Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket. - Action **Add message** Adds a new message (reply or private note) to an existing Groove ticket. - Action **Add Note** Adds a private note to a Groove ticket, visible only to agents. - Action **Change Assigned Agent** Assigns a Groove ticket to a different agent, identified by the agent's email address. - Action **Change Ticket Mailbox** Moves a ticket into a different mailbox. - Action **Change Ticket State** Changes the state of a Groove ticket (unread, opened, pending, closed or spam). - Action **Close Ticket** Closes a Groove ticket by setting its state to closed. - Action **Create New Ticket** Creates a new ticket in Groove from a customer or agent, with its first message. - Action **Get customer** Returns one Groove customer, looked up by email address, including their contact details and custom attributes. - Action **Get ticket** Returns a single Groove ticket by its ticket number. - Action **List agents** Returns the agents on your Groove account, optionally limited to one group. - Action **List mailboxes** Returns all mailboxes in the Groove account, with each mailbox's name and email address. - Action **List messages** Returns the messages and notes on a Groove ticket. - Action **Reopen Ticket** Reopens a Groove ticket by setting its state to opened. - Action **Update customer** Updates a customer's profile details, such as name, company, title and contact info, identified by their email address. - Action **Add entity tasks** Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item. - Action **Add file** /v2/accounts/{accountUid}/files/upload - upload new file/version. - Action **Add folder** /v2/accounts/{accountUid}/folders - create a folder/section. - Action **Add group** Creates a new user group in a Folderit account. - Action **Add share** Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link. - Action **Add tag** Creates a new tag in a Folderit account, optionally nested under an existing parent tag. - Action **Add tags to file** /v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file. - Action **Add team user** Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country. - Action **Delete file** Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details. - Action **Delete folder** /v2/accounts/{accountUid}/folders/{folderUid}. - Action **Find files** Searches the files of a Folderit account by text and optional filters, returning the matching files. - Action **Get entity tasks** Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder. - Action **Get file download link** /v2/accounts/{accountUid}/files/{fileUid}/download - returns download link. - Action **Get folder** /v2/accounts/{accountUid}/folders/{folderUid} - folder info. - Action **List accounts** Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership. - Action **List files** Lists the files directly inside a Folderit folder or section. - Action **List folders** Lists the subfolders directly inside a Folderit folder or section. - Action **List groups** Lists the user groups in a Folderit account. - Action **List tags** Lists all tags in a Folderit account. - Action **List team users** Lists the team users of a Folderit account, optionally filtered by email address. - Action **Update file** Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end. - Action **Update folder** /v2/accounts/{accountUid}/folders/{folderUid} - update folder. ## Each app on its own - [ **Groove** The simple helpdesk for SaaS and eCommerce businesses.](https://apiant.ai/connections/groove) - [ **Folderit Dms** Cloud document management system for organizing files, custom intake forms, e-signatures, and approval...](https://apiant.ai/connections/folderit-dms) Reviews ## What our customers say ## More from Groove - [ **Groove to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/groove-to-hubspot) - [ **Groove to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/groove-to-salesforce) - [ **Groove to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/groove-to-slack) - [ **Groove to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/groove-to-mailchimp) - [ **Groove to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/groove-to-stripe) - [ **Groove to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/groove-to-shopify) ## More into Folderit Dms - [ **HubSpot to Folderit Dms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-folderit-dms) - [ **Salesforce to Folderit Dms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-folderit-dms) - [ **Slack to Folderit Dms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-folderit-dms) - [ **Google Sheets to Folderit Dms** Google Sheets](https://apiant.ai/connect/google-sheets-to-folderit-dms) - [ **Gmail to Folderit Dms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-folderit-dms) - [ **Google Calendar to Folderit Dms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-folderit-dms) Questions ## Groove and Folderit Dms, answered ### ### What can start an automation from Groove? Any of Groove's 9 triggers in the catalog, including Customer Added, Note Added, Agent Replied and Customer Replied. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Folderit Dms when something happens in Groove? Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Folderit Dms to Groove? Folderit Dms has no triggers in the catalog today, so automations start in Groove. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it. ### ### Do I have to build a connector for Groove or Folderit Dms? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Groove and Folderit Dms without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.