Connect folk and Gleantap

Both apps 45folk 27Gleantap 18

• 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.

• 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).

• 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 Contact

  Triggers when a new contact is added in Gleantap.

• Action
  Add Contact Event

  Records an event (such as a purchase or class check-in) on a Gleantap contact.

• Action
  Add Customer

  Creates a contact (lead or customer) in Gleantap, or updates the existing contact with the same email.

• Action
  Add tag

  Creates a tag in Gleantap, or returns the existing tag when one with the same name already exists.

• Action
  Delete Contact

  Deletes a Gleantap contact (a soft delete that removes it from the dashboard, segments and sends).

• Action
  Enroll contact in flow

  Enrolls a contact into a Gleantap flow, starting the flow's steps (including its messages) for that contact. Returns the new flow run.

• Action
  Find Contact by Email

  Finds the Gleantap contact with the given email address.

• Action
  Get Contact

  Returns one Gleantap contact by its ID.

• Action
  List campaigns

  Returns the campaigns in a Gleantap workroom, optionally filtered by status or channel.

• Action
  List contacts

  Returns contacts in a Gleantap workroom, optionally filtered by email, phone, tags, lifecycle stage, location, consent or creation date.

• Action
  List segments

  Returns the segments (static and dynamic contact lists) in a Gleantap workroom, optionally filtered by type, name or creation date.

• Action
  List tags

  Returns the tags in a Gleantap workroom with how many contacts carry each one.

• Action
  Opt in contact

  Records a contact's marketing consent (opt-in) for SMS or email, with optional source and timestamp evidence. Returns the updated contact.

• Action
  Opt out contact

  Records that a Gleantap contact has opted out of SMS, email, or all marketing channels, and returns the updated contact.

• Action
  Remove contact from segment

  Removes a contact from a static segment in Gleantap.

• Action
  Send email

  Sends a single transactional or marketing email to one Gleantap contact, using a template or your own subject and body.

• Action
  Send SMS

  Sends a transactional SMS to one Gleantap contact.

• Action
  Update Customer

  Updates an existing Gleantap contact. Only the fields you fill in are changed.

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