Automation (Invocable Apex)

Folio exposes Invocable Apex actions you can call from Salesforce Flow (and compatible automation) without code.

Example actions

Create Document from Template — Create a Folio Docs Document from a specified template and link it to a specified record (for example a close plan when an Opportunity reaches a stage, or a case doc when a Case opens).
Additional actions — document inputs/outputs here as they ship.

Use in Flow Builder

Open Flow Builder and create or edit a flow.
Add an Action element.
Search for Folio to list invocable actions.
Map inputs (record Id, template Id, etc.) to your flow variables.

A dedicated Invocable actions reference page can list each action’s full contract when finalized — for now, use in-org help text and Flow’s action configuration UI.