Connect Stora to Folderit Dms

Both apps 36Stora 14Folderit Dms 22

• Trigger
  New Contact

  Fires when a contact is created in Stora.

• Action
  Complete Task

  Marks a Stora task as complete.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Note

  Create a note attached to a contact, unit, subscription or task in Stora.

• Action
  Create Task

  Creates a new task.

• Action
  Create Timeline Event

  Creates a new timeline event.

• Action
  Finalize Order

  Finalizes a draft order so the customer can pay for it, and returns the payment link.

• Action
  Find Order

  Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.

• Action
  Find Staff Member

  Finds Stora staff members by name or email.

• Action
  Find Unit Type

  Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.

• Action
  Reopen Task

  Mark a completed Stora task as open again.

• Action
  Update Contact

  Update an existing Stora contact. Only the fields you fill in are changed.

• Action
  Update Note

  Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.

• Action
  Update Task

  Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.