Folk

Folk

Folk is a CRM for building relationships at scale. Manage your contacts, companies, and relationships in one place.

Folk currently provides 8 triggers that can start a workflow and 8 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

CRM8 triggers8 actions

Triggers

(8)

Company Added

Fires when a new company is added to your Folk workspace.

Company Removed

Fires when a company is removed from your Folk workspace.

Company Updated

Fires when a company is updated in your Folk workspace.

Company Groups Updated

Fires when a company's group assignments are updated in your Folk workspace.

Person Added

Fires when a new person is added to your Folk workspace.

Person Removed

Fires when a person is removed from your Folk workspace.

Person Updated

Fires when a person is updated in your Folk workspace.

Person Groups Updated

Fires when a person's group assignments are updated in your Folk workspace.

Actions

(8)

Create Company

Create a new company in your Folk workspace. You can add emails, links, phone numbers, and assign it to a group.

Update Company

Update an existing company in your Folk workspace. Select the company from the dropdown to update its details.

Create Person

Create a new person in your Folk workspace. You can link them to a company, add contact details, and assign to a group.

Update Person

Update an existing person in your Folk workspace with new information.

Find Company

Search for companies in your Folk workspace by name or email address.

Get Company

Retrieve detailed information about a company from your Folk workspace.

List People

Retrieve a paginated list of people in your Folk workspace with optional filtering.

Get Person

Retrieve detailed information about a person from your Folk workspace.

What can you automate with Folk and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Folk activity into Coherence

Start from a supported Folk event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

Company Added

Finishes with

Create or update a Coherence record

Act in Folk from a Coherence workflow

Use a change in Coherence to run a supported Folk action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Company

Connect Folk to the wider customer workflow

Combine Folk with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

Company Added

Finishes with

Create Company, then preserve the outcome in Coherence

How to connect Folk

The exact authentication fields depend on Folk. The workflow structure stays straightforward:

1

Connect the account

Authorize the Folk account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Folk integration questions

What can I automate with the Folk integration?

Folk currently provides 8 triggers that can start a workflow and 8 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Folk triggers and actions are available?

Folk currently lists 8 triggers and 8 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Folk connect to other apps through Coherence?

Yes. A workflow can combine supported Folk triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Folk?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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