Folk Automation

Available Operations

Actions you can perform with Folk

Get People

Retrieve people (contacts) from Folk CRM

Create Person

Create a new person (contact) in Folk CRM

Update Person

Update an existing person in Folk CRM

Get Groups

Retrieve groups from Folk CRM

Create Group

Create a new group in Folk CRM

Add Person to Group

Add a person to a group in Folk CRM

Get Notes

Retrieve notes from Folk CRM

Create Note

Create a new note in Folk CRM

Get Tasks

Retrieve tasks from Folk CRM

Create Task

Create a new task in Folk CRM

Get Workflows

Retrieve workflows from Folk CRM

Trigger Workflow

Trigger a workflow for a person in Folk CRM

Search People

Search for people across all data in Folk CRM

Use Cases

Real-world automations you can build today

Auto-add contacts

Automatically create and update contacts in Folk when new leads come in from other tools.

Sync group memberships

Keep Folk groups synchronized across your tech stack without manual data entry.

Trigger workflows

Launch Folk workflows based on events from email, forms, or other apps you use daily.

Create tasks on demand

Automatically generate Folk tasks from conversations, notifications, or incoming requests.

How It Works

Get started in minutes

1

Connect

Authorize TaskAGI to access your Folk account via secure OAuth.

2

Configure

Choose Folk operations like Get People, Create Person, or Trigger Workflow for your automation.

3

Build

Map data from your trigger apps to Folk fields, set conditions, and define your workflow logic.

4

Deploy

Turn on your workflow and let TaskAGI handle the Folk updates automatically.

Frequently Asked Questions

How do I connect Folk?

Authenticate with your Folk account in TaskAGI, then select Folk in any workflow step. You'll have access to all available operations immediately.

Can I create contacts from other apps?

Yes. Set up a workflow that triggers when you receive a form submission, email, or webhook, then use the Create Person action to add them to Folk.

Does it sync notes and tasks?

Fully. You can fetch existing notes and tasks, create new ones, and trigger workflows based on Folk activity.

What's the rate limit?

TaskAGI applies standard API limits based on your plan. Contact support for details on high-volume automation needs.

365+ Integrations Available

Connect Folk to all your favorite tools

View all integrations

Folk + TaskAGI