--- title: "Connect Scoro to Folderit Dms - APIANT.ai" description: "When \"New Bill\" fires in Scoro, your agent runs \"Add entity tasks\" in Folderit Dms." canonical: "https://apiant.ai/connect/scoro-to-folderit-dms" --- # Connect Scoro to Folderit Dms When **New Bill** fires in [Scoro](https://apiant.ai/connections/scoro), 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. Scoro **22** triggers Scoro **20** 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 Scoro 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 Scoro can start in Folderit Dms - When **New Bill** in Scoro then **Add entity tasks** in Folderit Dms - When **New Calendar Event** in Scoro 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 Scoro and Folderit Dms ## Triggers and actions 22 triggers · 42 actions - Trigger **New Bill** Triggers when a new bill is created in Scoro. - Trigger **New Calendar Event** Triggers when a new calendar event is created in Scoro. - Trigger **New Company** Triggers when a new company is created in Scoro. - Trigger **New Invoice** Triggers when a new invoice is created in Scoro. - Trigger **New Order** Triggers when a new order is created in Scoro. - Trigger **New or Updated Bill** Triggers when a bill is created or changed in Scoro. - Trigger **New or Updated Calendar Event** Triggers when a calendar event is created or changed in Scoro. - Trigger **New or Updated Company** Triggers when a company is created or changed in Scoro. - Trigger **New or Updated Custom Entry** Triggers when an entry in a Scoro custom module is created or changed. - Trigger **New or Updated Expense** Triggers when a expense is created or changed in Scoro. - Trigger **New or Updated Invoice** Triggers when a invoice is created or changed in Scoro. - Trigger **New or Updated Order** Triggers when a order is created or changed in Scoro. - Trigger **New or Updated Person** Triggers when a person is created or changed in Scoro. - Trigger **New or Updated Project** Triggers when a project is created or changed in Scoro. - Trigger **New or Updated Purchase Order** Triggers when a purchase order is created or changed in Scoro. - Trigger **New or Updated Quote** Triggers when a quote is created or changed in Scoro. - Trigger **New or Updated Task** Triggers when a task is created or changed in Scoro. - Trigger **New Person** Triggers when a new person is created in Scoro. - Trigger **New Project** Triggers when a new project is created in Scoro. - Trigger **New Purchase Order** Triggers when a new purchase order is created in Scoro. - Trigger **New Quote** Triggers when a new quote is created in Scoro. - Trigger **New Task** Triggers when a new task is created in Scoro. - Action **Create Expense** Creates an expense in Scoro. - Action **Create or Update Company** Creates a company in Scoro, or updates it when an ID is given. - Action **Create or Update Custom Entry** Creates an entry in a Scoro custom module, or updates it when an ID is given. - Action **Create or Update Invoice** Creates a invoice in Scoro, or updates it when an ID is given. - Action **Create or Update Person** Creates a person in Scoro, or updates the person with the given ID. - Action **Create or Update Quote** Creates a quote in Scoro, or updates it when an ID is given. - Action **Create Time Entry on Task** Logs a time entry on an existing Scoro task. - Action **Find Company** Finds a company by name, ID, registration number or VAT number. - Action **Find Custom Entry by Custom Field** Finds an entry in a Scoro custom module by a custom field value. - Action **Find Invoice** Finds an invoice by invoice number. - Action **Find Order** Finds an order by order number. - Action **Find Person** Finds a person in Scoro by full name, email address or contact ID. - Action **Find Project** Finds a project by name or project number. - Action **Find Purchase Order** Finds a purchase order by its number. - Action **Find Quote** Finds a quote by quote number. - Action **Find Task by Custom Field** Finds a task by a custom field value. - Action **Find Task by Name** Finds a task by its name. - Action **Find User** Finds a Scoro user by email address. - Action **Mark Task as Done** Marks a Scoro task as done. - Action **Update Task Under a Project** Updates a task that belongs to a project. - 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 - [ **Scoro** Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage...](https://apiant.ai/connections/scoro) - [ **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 Scoro - [ **Scoro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/scoro-to-slack) - [ **Scoro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/scoro-to-stripe) - [ **Scoro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/scoro-to-shopify) - [ **Scoro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/scoro-to-trello) - [ **Scoro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/scoro-to-zoom) - [ **Scoro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/scoro-to-twilio) ## 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 ## Scoro and Folderit Dms, answered ### ### What can start an automation from Scoro? Any of Scoro's 22 triggers in the catalog, including New Bill, New Calendar Event, New Company and New Invoice. 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 Scoro? 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 Scoro? Folderit Dms has no triggers in the catalog today, so automations start in Scoro. 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 Scoro 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 Scoro 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.