Integration

Connect folk to Checkvist

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

folk11 triggersfolk16 actionsCheckvist2 triggersCheckvist15 actions

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Everything your agent can do with folk and Checkvist

Triggers and actions 13 triggers · 31 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
New List
Triggered when a new checklist is created in Checkvist.
Trigger
New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
Action
Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New List
Creates a new Checkvist checklist and returns it.
Action
Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
Action
Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List Checklists
Returns the Checkvist checklists the connected account can see.
Action
List List Items
Returns the items (tasks) in a Checkvist checklist.
Action
List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.

Each app on its own

The other way round: Checkvist to folk