Folk

What you can do

8 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create CompanycreateCompany
  Create a new company in your Folk workspace. You can add emails, links, phone numbers, and assign it to a group.
• Create PersoncreatePerson
  Create a new person in your Folk workspace. You can link them to a company, add contact details, and assign to a group.
• Find CompanyfindCompany
  Search for companies in your Folk workspace by name or email address.
• List PeoplefindPerson
  Retrieve a paginated list of people in your Folk workspace with optional filtering.
• Get CompanygetCompany
  Retrieve detailed information about a company from your Folk workspace.
• Get PersongetPerson
  Retrieve detailed information about a person from your Folk workspace.
• Update CompanyupdateCompany
  Update an existing company in your Folk workspace. Select the company from the dropdown to update its details.
• Update PersonupdatePerson
  Update an existing person in your Folk workspace with new information.

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then Folk. To connect it for every project, use Workspace settings, Integrations.

2. Add your credentials

   An API key (or token) from your Folk account, pasted once. It is stored encrypted and only read on the server when an action runs.

   • API key From Folk's settings
3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .workflow.js (native ctx)
   export async function run(ctx) {
     const res = await ctx.integrations.invoke("folk", "createCompany", {
       "name": "<company name>"
     });
     if (!res.success) throw new Error(res.error);
     ctx.log.info("Folk answered", { output: res.output });
   }

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