--- title: "Connect MRPLN to Folderit Dms - APIANT.ai" description: "When \"Customer Updated (instant)\" fires in MRPLN, your agent runs \"Add entity tasks\" in Folderit Dms." canonical: "https://apiant.ai/connect/mrpln-to-folderit-dms" --- # Connect MRPLN to Folderit Dms When **Customer Updated (instant)** fires in [MRPLN](https://apiant.ai/connections/mrpln), 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. MRPLN **6** triggers MRPLN **8** 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 MRPLN 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 MRPLN can start in Folderit Dms - When **Customer Updated (instant)** in MRPLN then **Add entity tasks** in Folderit Dms - When **New Customer** in MRPLN 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 MRPLN and Folderit Dms ## Triggers and actions 6 triggers · 30 actions - Trigger **Campaign Launched (instant)** Fires instantly when a campaign is launched (campaign.launched). - Trigger **Customer Opted Out (instant)** Fires instantly when a customer opts out (customer.opted_out). - Trigger **Customer Updated (instant)** Triggers instantly when a customer is updated in MRPLN. - Trigger **Message Sent (instant)** Fires instantly when a message is queued or scheduled for a customer (message.sent). - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Customer (instant)** Triggers instantly when a customer is created in MRPLN. - Action **Create Customer** Creates a new customer in MRPLN. - Action **Find Customer** Finds a customer by email address. Returns the first matching customer, or found=false when none match. - Action **Find Customer by Phone** Find a customer by their SMS phone number. - Action **Find Customer by WhatsApp** Find a customer by their WhatsApp number. - Action **List Templates** List the approved message templates for a channel. - Action **Send Message to Customer** Send an email, SMS, or WhatsApp message to a customer using an approved template - Action **Trigger Campaign** Launch a campaign that was built in MRPLN. - Action **Update Customer** Updates an existing customer in MRPLN. - 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 - [ **MRPLN** MRPLN is a Mar-Tech SaaS platform for Marketing planning, Automation and Insights powered by AI.](https://apiant.ai/connections/mrpln) - [ **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 MRPLN - [ **MRPLN to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/mrpln-to-linkedin) - [ **MRPLN to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/mrpln-to-facebook) - [ **MRPLN to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/mrpln-to-anthropic) - [ **MRPLN to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/mrpln-to-supabase) - [ **MRPLN to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/mrpln-to-elevenlabs) - [ **MRPLN to Pushover** Pushover sends real-time push notifications to your phone, tablet, desktop, and watch.](https://apiant.ai/connect/mrpln-to-pushover) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## MRPLN and Folderit Dms, answered ### ### What can start an automation from MRPLN? Any of MRPLN's 6 triggers in the catalog, including Customer Updated (instant), New Customer, New Customer (instant) and Campaign Launched (instant). 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 MRPLN? 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 MRPLN? Folderit Dms has no triggers in the catalog today, so automations start in MRPLN. 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 MRPLN 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 MRPLN 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.