What can I automate with the folk integration?

Work with your folk CRM: find, add, change and remove people and companies, put them in groups, write notes on them and manage tasks. Lodol supports 25 actions for folk, which you can combine with any other app in a workflow.

How do I connect folk to Lodol?

Connect folk once in your workspace and every action and trigger it supports can be added to a workflow, by you in the editor or by your AI.

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folk

Work with your folk CRM: find, add, change and remove people and companies, put them in groups, write notes on them and manage tasks.

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actions: 25

Actions

Steps a workflow can run in folk.

Filter folk actions

Get current userGet the folk user the API key belongs to: id, name and email.
List usersList the users of the workspace, for assigning tasks. Returns one page; pass 'next_cursor' as 'cursor' for more.
List groupsList the groups of the workspace. Returns one page; pass 'next_cursor' as 'cursor' for more.
List peopleList people, filtered by name, email, job title, group, company or creation day. Returns one page; pass 'next_cursor' as 'cursor' for more.
Get personGet one person with their emails, phones, companies and groups.
Create personAdd a person, with a first name, last name or email at least, optionally at companies and in groups.
Update personChange the fields given on a person. Fields left empty stay as they are; a list given replaces the person's list.
Delete personDelete a person from folk.
List companiesList companies, filtered by name, industry, website, group or creation day. Returns one page; pass 'next_cursor' as 'cursor' for more.
Get companyGet one company with its industry, size, links and groups.
Create companyAdd a company. If a company with this name already exists, folk updates it with the fields given instead of adding a second.
Update companyChange the fields given on a company. Fields left empty stay as they are; a list given replaces the company's list.
Delete companyDelete a company from folk.
List notesList notes, on one person or company, containing some text, or written in a time range. Returns one page; pass 'next_cursor' as 'cursor' for more.
Get noteGet one note with its text, author and the record it is on.
Create noteWrite a note on a person or company.
Update noteChange a note's text or who can see it. Fields left empty stay as they are.
Delete noteDelete a note.
List tasksList tasks, by status, assignee, person or company, or due day. Returns one page; pass 'next_cursor' as 'cursor' for more.
Get taskGet one task with its due day, assignees and the record it is about.
Create taskCreate a task about a person or company, due on a day. It is assigned to the key's owner unless you choose others.
Update taskChange the fields given on a task. Fields left empty stay as they are.
Delete taskDelete a task.
Mark task doneMark a task as done, now or at the time you choose.
Mark task to doMark a finished task as to do again.