Our API allows teams to connect other software to folk, to create, update or find people and companies. Zapier automatically moves information between folk and other applications you use every day. It already supports thousands of other apps, such as Typeform, Calendly, Twitter, Docusign and many others.
Zapier lets you connect APP to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
For example, you could be able to perform the following actions:
Add Typeform respondants answers to a group in folk
Add new Calendly meetings participants to a group in folk
Add new leads in Webflow to a group in folk
Add new followers on Twitter ot a group in folk
Add new clients on Stripe to a group in folk
Add new signatories on Docusign to a group in folk
Add new community members on Discord to a group in folk
How to setup a Zapier integration?
Let’s go for an example where we connect Yousign to folk.
First start by creating a group, for example, named “Signatories” on folk. From this group page, just click on “Connect an integration”.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Then just select the trigger (what will trigger an automation to start)
Trigger Event: Signer Done
Connect your Yousign account to Zapier
And then setup the action associated (what the action that will result):
Action: Create contact
Connect your folk account using your API key (you can find it on your folk settings: Go to the app.folk.app/settings and open the settings under the section "Integrations")
And that’s it! You can test your Zap before turning it on. And enjoy your life while all your signatories are up to date on folk.
Actions to be setup with Zapier
Zapier works as an automation tool based on trigger-action loops. It helps you connect a tool to other tools, and whenever something happen in the first tool, you’ll be able to impact it on the second tool.
Create a person
This action helps you create a new person in folk from the data you’ll get from Zapier. No worries if that person already exists in folk, they will be deduplicated.
Create a company
This action helps you create a new company in folk from the data you’ll get from Zapier.
Find a person
This action helps you find the person_id on folk of a person based on their email or fullname.
Find a company
This action helps you find the company_id on folk of a company based on their email or company name.
Update a person
This action helps you update a person in folk. You need to provide person_id (that you can obtain through the action “Find a person”)
Update a company
This action helps you update a company in folk. You need to provide company_id (that you can obtain through the action “Find a company”)
How should I format Date fields?
Here is the date format you should use: MM/DD/YYYY (MONTH/DAY/YEAR).
Example: 1st November 2020 would be 11/01/2020.
It applies to birthday fields and custom fields of type Date.
How can I add multiple entries (addresses, phones, URLs, emails, etc.)?
If you want to save multiple entries at once to a contact, you can either
Create multiple entries from Zapier's configuration page
Concat all your values into one using a comma-separated format.
How to create new select custom field values?
When you set a new value to a select custom field, we automatically create the new value if it doesn't exist already.
It applies to custom fields of type multi-select and single-select.
Which fields can be updated by the Zap?
All native fields
Single-select custom fields
Multi-select custom fields
Date custom fields
Member custom fields
Text custom fields
Only Contact custom fields cannot be updated by folk's Zap.