Folk

Integrate Folk with your AI workspace

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

Explore Triggers and Actions

Create Company

Creates a new company in the Folk workspace with the specified details. Required: company name (unique identifier). Optional: description, industry, funding details, employee range, contact info (emails, phones, urls, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.

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Create Note

Tool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.

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Create Person

Creates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.

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Delete Company

Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.

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Delete Note

Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.

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Delete Person

Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.

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Delete Reminder

Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.

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Get Company

Tool to retrieve an existing company by its ID. Use after authentication has been verified.

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Get Current Workspace User

Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.

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Get Note

Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.

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Get Person

Tool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.

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Get User

Tool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.

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List Companies

Tool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.

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List Group Custom Fields

Tool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.

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List Groups

Tool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.

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List Notes

Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.

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List People

Tool to list people in the workspace. Use when you need to paginate through contacts after authentication.

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List Reminders

Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.

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List Users

Tool to list workspace users. Use when you need to paginate through users list.

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List Webhooks

Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.

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Update Company

Tool to update an existing company in the workspace. Use after confirming the company ID; only provided fields are updated and list fields replace existing values.

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Update Note

Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.

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Update Person

Tool to update an existing person in the workspace. Use after confirming the person ID; only provided fields are updated and list fields replace existing values.

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Folk integration | Dench