Savvy Folders by Codex Solutions International

savvy folders is a document management tool that automates uploading, organizing, and filing documents from various sources integrating with make com would enable users to streamline document workflows and automate filing processes across multiple platforms this is ai generated content based on official savvy folders documentation the content may still contain errors—please verify important information if you have questions, contact savvy folders support directly how to get support on savvy folders savvy folders is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=savvy%20folders\&app slug=savvy folders community\&app unique id=savvyfolders gxeu8f requirements to use the savvy folders app in make, you must have an active account and an api key, create your account on savvy folders app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect savvy folders and {{product name}} to get started, you must first create a connection between savvy folders and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api key from your savvy folders account login to your savvy folders account using your credentials access your account dashboard locate the section where your api key is displayed copy the api key provided in your account dashboard some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=savvy%20folders\&app slug=savvy folders community\&app unique id=savvyfolders gxeu8f create the connection in {{product name}} log in in your make account , add the savvy folders module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your savvy folders or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page savvy folders modules after connecting to the savvy folders app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get a folder retrieve details about a specific folder, such as its name, location, and other properties templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} savvy folders resources you can have access to more resources related to this app on the following links savvy folders topics on make community savvy folders website savvy folders documentation savvy folders api documentation savvy folders page on make