Connect folk to EquipDash

Both apps 80folk 27EquipDash 53

• 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
  Booking Cancelled

  Triggers when a booking is cancelled.

• Trigger
  Booking Checked In

  Triggers when a booking is checked in.

• Trigger
  Booking Picked Up

  Triggers when a booking is picked up.

• Trigger
  Booking Returned

  Triggers when a booking is returned.

• Trigger
  Booking Status Changed

  Triggers when a booking status changes.

• Trigger
  Booking Updated

  Triggers when a booking is updated.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Experience Created

  Triggers when a new experience is created.

• Trigger
  Experience Schedule Created

  Triggers when an experience schedule is created.

• Trigger
  Experience Updated

  Triggers when an experience is updated.

• Trigger
  Inventory Added

  Triggers when inventory is added to a product.

• Trigger
  Inventory Updated

  Triggers when inventory is updated.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  Payment Received

  Triggers when a payment is received.

• Trigger
  Product Created

  Triggers when a new product is created.

• Trigger
  Product Updated

  Triggers when a product is updated.

• Trigger
  Promo Code Created

  Triggers when a new promo code is created.

• Trigger
  Shift Created

  Triggers when a new shift is created.

• Action
  Add Inventory to Product

  Adds inventory to a product.

• Action
  Add Note to Booking

  Adds a note to a booking.

• Action
  Add Note to Customer

  Adds a note to a customer.

• Action
  Add Note to Workshop

  Adds a note to a workshop item.

• Action
  Add Payment to Booking

  Adds a payment to a booking.

• Action
  Add Pricing to Product

  Adds a pricing tier to a product.

• Action
  Add Schedule to Experience

  Adds a schedule slot to an experience.

• Action
  Add to Workshop

  Adds an item to the workshop.

• Action
  Archive Experience

  Archives an experience.

• Action
  Archive Product

  Archives a product.

• Action
  Cancel Booking

  Cancels a booking.

• Action
  Check Product Availability

  Checks availability of a product for given dates.

• Action
  Create Booking

  Creates a new booking.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Experience

  Creates a new experience.

• Action
  Create Experience Category

  Creates a new experience category.

• Action
  Create Product

  Creates a new product.

• Action
  Create Product Category

  Creates a new product category.

• Action
  Create Promo Code

  Creates a new promo code.

• Action
  Create Shift

  Creates a new staff shift.

• Action
  Create Tag

  Creates a new tag.

• Action
  Create Voucher

  Creates a new voucher.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Find Customer

  Finds a customer.

• Action
  Find Experience

  Finds a experience.

• Action
  Find Product

  Finds a product.

• Action
  Find Promo Code

  Finds a promo code.

• Action
  Find Staff

  Finds a staff.

• Action
  Find Voucher

  Finds a voucher.

• Action
  Remove From Workshop

  Removes an item from the workshop.

• Action
  Update Booking Status

  Updates the status of a booking.

• Action
  Update Customer

  Updates a customer.

• Action
  Update Experience

  Updates an experience.

• Action
  Update Product

  Updates a product.

• Action
  Update Tags on Booking

  Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.