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Triggers and actions 18 triggers ยท 40 actions
Trigger
New ClientTriggers when a new client is added to a workspace.
Trigger
New ProjectTriggers when a new project is added to a workspace.
Trigger
New TagTriggers when a new tag is added to a workspace.
Trigger
New TaskTriggers when a new task is added to a project on a specified workspace.
Trigger
New Time EntryTriggers when a new time entry is added.
Trigger
New Timer StartedTriggers when a new entry is started and running.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Create ClientCreates a client on a specified workspace.
Action
Create ProjectCreates a project on a specified workspace.
Action
Create TagCreates a tag on a specified workspace.
Action
Create TaskCreates a task on a specified project.
Action
Create Time EntryCreates a new time entry on a specified workspace.
Action
Delete ClientDelete a client from a workspace. DELETE /v1/workspaces/{workspaceId}/clients/{id}
Action
Delete ProjectDelete a project from a workspace. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Delete TagDelete a tag from a workspace. DELETE /v1/workspaces/{workspaceId}/tags/{id}
Action
Delete TaskDelete a task from a project. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Delete Time EntryDelete a time entry from a workspace. DELETE /v1/workspaces/{workspaceId}/time-entries/{id}
Action
Find ClientFinds a client by name on a specified workspace.
Action
Find ProjectFinds a project by name on a specified workspace.
Action
Find Running TimerFinds a currently running time entry on a specified workspace.
Action
Find TagFinds a tag on a specified workspace.
Action
Find TaskFinds a task by name on a specified project and workspace.
Action
Find Time EntryFinds a time entry by description, start datetime or end datetime.
Action
List WorkspacesList all workspaces the authenticated user belongs to. GET /v1/workspaces
Action
Start TimerStarts a new time entry.
Action
Stop TimerStops currently running time entry on a specified workspace.
Action
Update ClientUpdate a client's name/note/archived status. PUT /v1/workspaces/{workspaceId}/clients/{id}
Action
Update ProjectUpdate a project's name/color/client/billable status/dates. PUT /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Update TagUpdate a tag's name/archived status on a workspace. PUT /v1/workspaces/{workspaceId}/tags/{id}
Action
Update TaskUpdate a task's name/status/assignee/estimate on a project. PUT /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Update Time EntryUpdate a time entry's start/end/description/project/task/billable/tags on a workspace. PUT /v1/workspaces/{workspaceId}/time-entries/{id}
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.