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Integrations · CRM

Connect Folk to Coherence.

Folk is a CRM for building relationships at scale. Manage your contacts, companies, and relationships in one place. 8 triggers can start a workflow, and 8 actions can run inside one.

Company AddedCreate a Coherence record
A Coherence record changesCreate Company
Company RemovedUpdate a Coherence record
A Coherence workflow runsUpdate Company

TRIGGERS AND ACTIONS

Everything Folk can do in a workflow.

Triggers start a workflow when something happens in Folk. Actions are the steps a workflow can run there.

Triggers · 8Company AddedCompany RemovedCompany UpdatedCompany Groups UpdatedPerson AddedPerson RemovedPerson UpdatedPerson Groups Updated
Actions · 8Create CompanyUpdate CompanyCreate PersonUpdate PersonFind CompanyGet CompanyList PeopleGet Person

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Folk.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Folk activity into CoherenceStart 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
or Company Removed
Finishes with · Create or update a Coherence record
Act in Folk from a Coherence workflowUse 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 changesFinishes with · Create Company
or Update Company
Connect Folk to the wider customer workflowCombine Folk with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with · Company Added
or Company Removed
Finishes with · Create Company, then preserve the outcome in Coherence
or Update Company

SET UP

How to connect Folk.

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

1Connect the accountAuthorize the Folk account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Folk or provide a complementary trigger or action.

QUESTIONS

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, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names 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.

Ready to connect Folk?

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