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Triggers and actions 13 triggers ยท 34 actions
Trigger
New OrderTriggers when a new order is created
Trigger
New Shipping LabelTriggers when a new shipping label is created
Action
Add addressCreate a new address record. Endpoint: POST /addresses.
Action
Add customs declarationCreate a new customs declaration for international shipments. Endpoint: POST /customs/declarations.
Action
Add customs itemCreate a new customs item line for use in a customs declaration. Endpoint: POST /customs/items.
Action
Add parcelCreate a new parcel record (dimensions/weight). Endpoint: POST /parcels.
Action
Add refundRequest a refund for a shipping label/transaction. Endpoint: POST /refunds.
Action
Add shipmentCreate a new shipment to generate rate quotes. Endpoint: POST /shipments.
Action
Add shipping labelPurchase/create a shipping label (transaction) from a rate. Endpoint: POST /transactions.
Action
Create OrderCreates an order.
Action
Find an OrderSearch for an order by ID.
Action
Find a Shipping LabelSearch for a shipping label by ID.
Action
Get addressRetrieve a single address by id. Endpoint: GET /addresses/{AddressId}.
Action
Get shipmentRetrieve a single shipment by id. Endpoint: GET /shipments/{ShipmentId}.
Action
Get tracking statusLook up the current tracking status for a shipment by carrier + tracking number. Endpoint: GET /tracks/{Carrier}/{TrackingNumber}.
Action
List addressesList all addresses. Endpoint: GET /addresses.
Action
List parcelsList all parcels. Endpoint: GET /parcels.
Action
List rates for shipmentRetrieve the available carrier rates for a shipment. Endpoint: GET /shipments/{ShipmentId}/rates.
Action
List shipmentsList all shipments. Endpoint: GET /shipments.
Action
Validate addressValidate an existing address by id. Endpoint: GET /addresses/{AddressId}/validate.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.