Our API allows teams to connect folk to other software through Zapier, whenever a contact is created, added, removed or updated in a group.
Zapier automatically moves information between folk and other applications you use every day. It already supports thousands of other apps, such as Slack, Typeform, Calendly, Twitter, Docusign and many others.
Zapier lets you connect folk to 6,000+ 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. Some example include:
Celebrate with your team on Slack when a deal is won on folk (folk <> Slack)
Send contacts to MailChimp to send out your Newsletters (folk <> MailChimp)
Send contracts to your contacts whenever they reach a certain stage in your folk pipeline (folk <> Docusign)
How to set up folk triggers
Let's use an example, where you want to send a notification in Slack, whenever a contact is moved to the Status 'Closed/Won' in folk.
If you don’t already have a Zapier account, you need to create one. Here is a quick overview on the way to use Zapier.
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.
1) Select the trigger (what will trigger an automation to start)
App: folk
Trigger Event: Person Custom Field Updated
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")
2) Add a step 'Get a person in folk'
Click "+" to add a step
App: select folk
Select the same group as in the previous step
Add in ID, the "Data Id" field
Click continue
3) Select the Action
App: Slack
Connect to your Slack account
Select the channel where to send the notification
Add the message using folk data to be sent in the notification
Click continue
And that’s it! You can test your Zap before publishing it on. And celebrate with your team on Slack whenever a new deal is won in folk!
Triggers to be setup with Zapier
Zapier works as an automation tool based on trigger-action loops. It helps you connect folk to other tools, and whenever something happen in folk (trigger), you’ll be able to impact it on the second tool (action).
Company Added
This trigger help you start an action, when a company is added to a group (added through a file import, from another group, from the Search, by a Zapier integration or manually created).
Company Removed
This trigger help you start an action, when a company is removed from a group (removed or deleted).
Company basic fields Updated
This trigger help you start an action, when the company basic fields (Email, Phone number, Address, URL) are updated on the company profile.
If you want to send a trigger based on a certain custom fields, use instead the trigger below ("Company custom fields Updated")
Company custom fields Updated
This trigger help you start an action, when the company custom fields (select, multi-select, dates, owner...) are updated on the company profile.
Person Added
This trigger help you start an action, when a person is added to a group (added through a file import, from another group, from the Search, by a Zapier integration or manually created).
Person Removed
This trigger help you start an action, when a person is removed from a group (removed or deleted).
Person basic fields Updated
This trigger help you start an action, when the person basic fields (Email, Phone number, Address, URL, Birthday, Gender, Job Title) are updated on the person profile.
If you want to send a trigger based on a certain custom fields, use instead the trigger below ("Person custom fields Updated")
Person custom fields Updated
This trigger help you start an action, when the person custom fields (select, multi-select, dates, owner...) are updated on the person profile.