CRMIn development

Folk

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

In development

Cataloged and scoped, not yet available to run in production.

23
actions

Actions

Operations this integration can perform.

23

Create Company

Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.

Create Note

Tool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.

Create Person

Creates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.

Delete Company

Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.

Delete Note

Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.

Delete Person

Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.

Delete Reminder

Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.

Get Company

Tool to retrieve an existing company by its id. use after authentication has been verified.

Triggers

Events that start workflows from this integration.

3

Deal Closed

Triggers when a deal is closed in Folk.

Person Created

Triggers when a new person is created in Folk.

Person Updated

Triggers when an existing person's information is updated in Folk.

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