Our API allows teams to connect folk to other software through Make.com (formerly Integromat), whenever a contact is created, added, removed or updated in a group.
Make 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.
Make lets you connect folk to 2,000+ other web services. Automated connections called Scenarios, 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 Make account, you need to create one.
Then create a new scenario. Each scenario has a first module to define the trigger from your preferred app (where your information comes from). And a second module to create one or more actions in other apps (where your data gets sent automatically).
1) Create the first module and select your trigger (what will trigger an automation to start)
Select App: folk
Select Trigger event: Watch People
Create a Webhook (which means “create a connection to this app”) to connect your folk account to Make (you can find your API key on your folk Settings: Go to the app.folk.app/settings and open the settings under the section "Integrations")
Select the group in folk
Select the right event: Person custom fields updated
2) Create a second module 'Get a person in folk' to get the data from folk
Click "+" to add a new module
Select App: folk
Select the same group as in the previous step
Add in Person ID, the "Data: Person Id" field
3) Create a third module for the associated action
Select App: Slack
Create a connection, to connect your Slack account to Make
Select the channel where to send the notification
Add the message using folk data to be sent in the notification
And that’s it! You can test your Scenario before publishing it on. And celebrate with your team on Slack whenever a new deal is won in folk!
Triggers to be setup with Make
Make 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 Make 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 Make 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.