Integration

Connect Manifestly Checklists Agent to folk

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

Manifestly Checklists Agent1 triggerManifestly Checklists Agent5 actionsfolk11 triggersfolk16 actions

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What do you want Manifestly Checklists Agent and folk to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Manifestly Checklists Agent and folk

Triggers and actions 12 triggers · 21 actions

Trigger
Run Late
Triggers when a run is late.
Action
Change Step State
Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.
Action
Get Run
Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.
Action
List Run Steps
Returns the steps of a checklist run
Action
List Workflows
Returns the checklist workflows in your Manifestly account.
Action
Run Workflow
Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.
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.

Each app on its own

The other way round: folk to Manifestly Checklists Agent