Integration

Connect Salesmate to folk

When something happens in Salesmate, 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.

Salesmate2 triggersSalesmate10 actionsfolk11 triggersfolk16 actions

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What do you want Salesmate 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 Salesmate and folk

Triggers and actions 13 triggers · 26 actions

Trigger
New De-Activated User
Triggers when a user in Salesmate is de-activated.
Trigger
New User
Triggers when a new user is added to your Salesmate account.
Action
Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
Action
Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update Note
Updates an existing note on a contact in Salesmate.
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.

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The other way round: folk to Salesmate