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
Integrations
View provider documentationActions
Operations this integration can perform.
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.
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.
Related integrations
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