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Connect Claude CodeEverything your agent can do with folk and Booqable
Triggers and actions 19 triggers ยท 31 actions
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.
Trigger
Completed PaymentTriggers when a payment is completed.
Trigger
Finalize InvoiceTriggers when an invoice is finalized.
Trigger
New CustomerTriggers when a new customer is added.
Trigger
New ProductFires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.
Trigger
Reserved OrderTriggers when an order is reserved.
Trigger
Started OrderTriggers when an order is started.
Trigger
Stopped OrderTriggers when an order is stopped.
Trigger
Updated OrderTriggers when an order is updated.
Action
Create CouponCreates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create CustomerCreates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create OrderCreates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By IDReturns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or EmailFinds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By IDReturns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By IDReturns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List CustomersReturns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List DocumentsReturns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List LocationsReturns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List OrdersReturns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List PaymentsReturns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List ProductsReturns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock ItemsReturns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update CustomerUpdates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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