Connect folk to Userflow

Both apps 46folk 27Userflow 19

• 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
  Checklist Completed

  Triggered when a user finishes every task in a Userflow checklist.

• Trigger
  Checklist Dismissed/Ended

  Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.

• Trigger
  Checklist Started

  Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.

• Trigger
  Checklist Task Completed

  Triggered when a user completes a single task inside a Userflow checklist.

• Trigger
  Event Tracked

  Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.

• Trigger
  Flow Completed

  Triggered when a user completes a Userflow flow by reaching its goal step.

• Trigger
  Flow Dismissed/Ended

  Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.

• Trigger
  Flow Started

  Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.

• Trigger
  Group Created/Updated

  Triggered when a group (a company or account) is created or changed in Userflow.

• Trigger
  Launcher Activated

  Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.

• Trigger
  Launcher Dismissed

  Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).

• Trigger
  Launcher Seen

  Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.

• Trigger
  Question Answered

  Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.

• Trigger
  User Created/Updated

  Triggered when a user is created or changed in Userflow.

• Action
  Create/Update Group

  Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.

• Action
  Create/Update User

  Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.

• Action
  Find Group

  Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.

• Action
  Find User

  Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.

• Action
  Track Event

  Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.

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