What your agent can do with folk
Triggers and actions 11 triggers · 16 actions
- TriggerCompany Added
Triggers when a new company is created or added to a group.
- TriggerCompany Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
- TriggerCompany Removed
Triggers when a company is deleted from the workspace or removed from a group.
- TriggerCompany Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
- TriggerDeal Added
Fires when a new deal is created. Poll GET /v1/deals sorted by creation date.
- TriggerDeal Removed
Fires when a deal is deleted from a pipeline.
- TriggerDeal Updated
Fires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
- TriggerPerson Added
Triggers when a new person is created or added to a group.
- TriggerPerson Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
- TriggerPerson Removed
Triggers when a person is deleted from the workspace or removed from a group.
- TriggerPerson Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
- ActionCreate Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
- ActionCreate Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
- ActionCreate Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
- ActionCreate Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
- ActionCreate Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
- ActionCreate Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
- ActionDelete Company
Deletes a company from folk by its id.
- ActionDelete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
- ActionFind a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
- ActionFind a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
- ActionGet a Company
Fetches one folk company by id, including its custom field values.
- ActionGet a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
- ActionGet a Person
Fetches one folk person by id, including their custom field values.
- ActionList Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
- ActionUpdate Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- ActionUpdate Person
Updates 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.
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Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the folk API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.