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Integrations
Webhooks
webhooks
automation
Get notified the moment something happens in a folio — payloads, signatures, retries, and how to verify.
Webhooks: Folio Events
webhooks
automation
Events fired when a folio is opened, submitted, updated, accepted, expired, or closed — with example payloads.
Webhooks: File Events
webhooks
automation
Events fired when files are added to or removed from a folio — with example payloads.
Webhooks: Notification Events
webhooks
automation
Events fired when a notification is sent to the client — with example payloads.
HubSpot
crm
Import HubSpot contacts and write folio data onto Contact and Deal properties
Spreadsheet
import-export
Import and export contacts and folio data via CSV and Excel files
Squarespace
website-builder
embed
Embed FolioReady on your Squarespace website with a simple code snippet
Intercom
crm
email
Sync clients to Intercom and send folio emails through Intercom messaging
Salesforce
crm
Sync contacts, track document collection, and log activity in Salesforce
Pipedrive
crm
Sync contacts, track document collection, and log activity in Pipedrive
Wix
website-builder
embed
Embed document collection forms directly on your Wix website
WordPress
website-builder
embed
Embed FolioReady on your WordPress website with the official block plugin
Ghost
website-builder
embed
Embed FolioReady on your Ghost website with a simple code snippet
Dropbox
storage
Store client files in your Dropbox with managed access
Google Gmail
email
google
Send folio notifications from your Gmail account
Google Drive
storage
google
Automatically store client files in your Google Drive
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