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Folk integration

Folk is a CRM for building relationships at scale. Manage your contacts, companies, and relationships in one place. Use Folk from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withPerson Added
  2. ZoftAgent or workflow decides what happens next
  3. Then in FolkCreate Person
  4. AndCreate Company
Illustrative flow built from Folk’s real triggers and actions.

Zoft + Folk

What Zoft can do with Folk.

  • 01Voice agentsA phone agent can use Folk actions such as Create Person and Create Company during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Folk while it talks to the customer.
  • 03WorkflowsStart a workflow when “Person Added” happens in Folk, or use Folk as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Folk actions on its own, and ask for your approval before it sends or changes anything important.

Actions 8

Things Zoft can do in Folk.

  • Get PersonRetrieve detailed information about a person from your Folk workspace.
  • List PeopleRetrieve a paginated list of people in your Folk workspace with optional filtering.
  • Get CompanyRetrieve detailed information about a company from your Folk workspace.
  • Find CompanySearch for companies in your Folk workspace by name or email address.
  • Create PersonCreate a new person in your Folk workspace. You can link them to a company, add contact details, and assign to a group.
  • Update PersonUpdate an existing person in your Folk workspace with new information.
  • Create CompanyCreate a new company in your Folk workspace. You can add emails, links, phone numbers, and assign it to a group.
  • Update CompanyUpdate an existing company in your Folk workspace. Select the company from the dropdown to update its details.

Triggers 8

Events in Folk that can start a workflow.

  • Person AddedFires when a new person is added to your Folk workspace.
  • Company AddedFires when a new company is added to your Folk workspace.
  • Person RemovedFires when a person is removed from your Folk workspace.
  • Person UpdatedFires when a person is updated in your Folk workspace.
  • Company RemovedFires when a company is removed from your Folk workspace.
  • Company UpdatedFires when a company is updated in your Folk workspace.
  • Person Groups UpdatedFires when a person's group assignments are updated in your Folk workspace.
  • Company Groups UpdatedFires when a company's group assignments are updated in your Folk workspace.

Setup

Connect Folk in three steps.

  1. 01ConnectChoose Folk in Connections and paste an API key from your Folk account.
  2. 02Put it to workAdd Folk as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Folk on Zoft, answered.

What can Zoft do with Folk?

Zoft supports 8 actions and 8 triggers for Folk. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Folk to Zoft?

Choose Folk in Connections and paste an API key from your Folk account.

Can a voice agent or chat agent use Folk?

Yes. Once Folk is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Folk without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Folk to work in your operation.

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