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Triggers and actions 16 triggers ยท 37 actions
Trigger
Comment AddedTriggers when a comment is added in any task in the selected board.
Trigger
New boardFires when a new board is created. Polls GET /v1/boards.
Trigger
Task AssignedTriggers when a task is is assigned to a user in the selected board.
Trigger
Task CreatedTriggers when a task is created in the selected board.
Trigger
Task MovedTriggers when a task is moved both within a column and between columns in the selected board.
Action
Add boardCreate a new board. Endpoint: POST /v1/boards.
Action
Add commentAdd a comment to a task. Endpoint: POST /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
Add tagCreate a new tag on a board. Endpoint: POST /v1/boards/{boardID}/tags.
Action
Create TaskCreates a task in the specified column of the specified board
Action
Delete boardDelete a board. Endpoint: DELETE /v1/boards/{boardID}.
Action
Delete tagDelete a tag from a board. Endpoint: DELETE /v1/boards/{boardID}/tags/{tagID}.
Action
Delete taskDelete a task. Endpoint: DELETE /v1/boards/{boardID}/tasks/{taskID}.
Action
Get boardRetrieve a single board by id. Endpoint: GET /v1/boards/{boardID}.
Action
Get columnRetrieve a single column on a board. Endpoint: GET /v1/boards/{boardID}/columns/{columnID}.
Action
Get taskRetrieve a single task by id. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}.
Action
List boardsList the boards visible to the connected account. Endpoint: GET /v1/boards.
Action
List board usersList the users who have access to a board. Endpoint: GET /v1/boards/{boardID}/users.
Action
List checkboxesList the checklist items on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/checkboxes.
Action
List columnsList the columns on a board. Endpoint: GET /v1/boards/{boardID}/columns.
Action
List commentsList the comments on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
List tagsList the tags defined on a board. Endpoint: GET /v1/boards/{boardID}/tags.
Action
List tasksList the tasks on a board. Endpoint: GET /v1/boards/{boardID}/tasks.
Action
Move taskMove a task to a different column or assign it to a user. Endpoint: PATCH /v1/boards/{boardID}/tasks/{taskID}.
Action
Update boardEdit a board's name or settings. Endpoint: PUT /v1/boards/{boardID}.
Action
Update columnRename a board column. Endpoint: PATCH /v1/boards/{boardID}/columns/{columnID}.
Action
Update taskEdit a task's fields. Endpoint: PUT /v1/boards/{boardID}/tasks/{taskID}.
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.