Integration

Connect folk to Assembly.com

When something happens in folk, your agent does the next thing in Assembly.com. Describe it in plain language and the automation is built, tested on every branch and kept running.

folk11 triggersfolk16 actionsAssembly.com55 triggersAssembly.com27 actions

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Everything your agent can do with folk and Assembly.com

Triggers and actions 66 triggers · 43 actions

Trigger
Company Added
Triggers when a new company is created or added to a group.
Trigger
Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Trigger
Company Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal Added
Fires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal Removed
Fires when a deal is deleted from a pipeline.
Trigger
Deal Updated
Fires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person Added
Triggers when a new person is created or added to a group.
Trigger
Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
Trigger
Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete Company
Deletes a company from folk by its id.
Action
Delete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a Company
Fetches one folk company by id, including its custom field values.
Action
Get a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a Person
Fetches one folk person by id, including their custom field values.
Action
List Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update Person
Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Trigger
Client Activated
Triggers when a client authenticates in the Assembly for the first time
Trigger
Client Created
Triggers when a new client is created.
Trigger
Client Updated
High-frequency trigger for each client user update.
Trigger
Company Created
Triggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
Trigger
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Contract Signed
Triggers when a contract is signed.
Trigger
File Created
Triggers when a file gets created within a file channel
Trigger
File Updated
Triggers when a file has been updated within a file channel
Trigger
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Form Response Completed
Triggers when a form response has been completed by a recipient
Trigger
Internal User Created
Triggers when a new internal user is created.
Trigger
Invoice Created
Triggers when an invoice is created
Trigger
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Invoice Paid
Triggers when an invoice is paid
Trigger
Invoice Sent
Triggers when an invoice is sent
Trigger
Invoice Updated
Triggers when an invoice is updated
Trigger
Invoice Voided
Triggers when an invoice is voided
Trigger
Link Created
Triggers when a link gets created within a file channel
Trigger
Link Updated
Triggers when a link gets updated within a file channel
Trigger
List Clients
Lists the clients.
Trigger
List Companies
Lists the companies.
Trigger
List Form Responses
List Form Responses for a specific form
Trigger
List Invoice Templates
Lists the invoice templates.
Trigger
List Message Channels
Lists the message channels.
Trigger
List Messages
Lists messages in a channel
Trigger
List Notes
Lists notes in a workspace.
Trigger
List Payments
Lists the payments.
Trigger
List Prices
Lists the prices.
Trigger
List Products
Lists the products.
Trigger
List Subscriptions
Lists the subscriptions.
Trigger
List Subscription Templates
Lists the subscription templates.
Trigger
List Task Comments
Lists task comments in a workspace.
Trigger
List Tasks
Lists tasks in a workspace.
Trigger
List Task Templates
Lists task templates in a workspace.
Trigger
Message Channel Created
Triggers when a new message channel is created.
Trigger
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Note Created
Triggers when a new note is created.
Trigger
Note Updated
Triggers when a note is updated.
Trigger
Notification Created
Triggers when a new notification is created.
Trigger
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Price Created
Triggers when a price is created
Trigger
Product Created
Triggers when a product is created
Trigger
Product Updated
Triggers when a product is updated
Trigger
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Subscription Created
Triggers when an subscription is created
Trigger
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Task Created
Triggers when a task gets created in your workspace.
Trigger
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Task Updated
Triggers when a task gets updated in your workspace.
Action
Create Client
Creates a new client.
Action
Create Company
Creates a new company.
Action
Create File
Creates a file in a specified files channel.
Action
Create Folder
Creates a folder in a specified file channel.
Action
Create Link
Creates a link in a specified files channel.
Action
Create Message Channel
Creates a new message channel.
Action
Create Note
Creates a new note.
Action
Find a Client
Search for a client by ID, email, or company.
Action
Find a Company
Search for a company by ID or name.
Action
Find a File
Search for a file by ID.
Action
Find a Form
Search for a Form by ID.
Action
Find a Message Channel
Search for a message channel by ID or by filters
Action
Find an Internal User
Search for an internal user by ID.
Action
Find an Invoice
Search for an invoice by ID.
Action
Find a Note
Search for a note by ID or by filters
Action
Find a Price
Search for a Price by ID.
Action
Find a Product
Search for a Product by ID.
Action
Find a Subscription
Search for a Subscription by ID.
Action
Find a Task
Search for a task by ID or by filters
Action
Find a Task Comment
Search for a task comment by ID
Action
Find a Task Template
Search for a task template by ID or by filters
Action
Request Form Responses
Ask clients to fill out a form.
Action
Send Message
Create and send a message to a designated message channel.
Action
Update Client
Update a client
Action
Update Company
Update the name of a company
Action
Update Internal User
Update an internal user
Action
Update Note
Update the title and content of a note.

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