folk Zapier integrationAutomate folk with Zapier.
The folk Zapier integration gives you 8 triggers, 4 actions and 4 searches, and every one of those triggers is instant. Here is what each one does, what it costs in tasks, and the traps that catch a first Zap before it ever runs.
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What folk and Zapier do together
The folk Zapier integration links your folk CRM to an automation you build once on Zapier. Something happens to a person or a company in a folk group, and Zapier reacts by creating, updating or looking up contacts for you. No copy and paste between groups, no checking the CRM by hand.
Three things a small sales team usually gets out of it. A clean handoff between groups: when a lead is added to your Qualified group, Person Added fires once for that arrival and Create Person drops the contact into the group your closers work from. Company records that stay in step: Find a Company locates the account by its exact name or one of its emails, then Update Company corrects it. A trace of who left: Person Removed and Company Removed tell you when a contact is deleted or pulled out of a group, so a teammate can follow up.
The point that makes folk unusual on Zapier: all eight triggers are instant. folk reports each event itself, so even on the free plan your Zap does not sit waiting for a timer.
What Zapier does not do here. There is no action to delete a contact, no way to manage groups themselves, and no trigger on notes or messages. Every operation works inside a folk group, and none of them will touch a contact outside the group you pick.
If you are weighing tools, the same app is covered on the folk Make integration page and in the Make vs Zapier comparison.
The Zapier words you need, in one minute
Eight terms come back on every line of this page. Here they are in plain English, once.
- Zap
- The automation you build on Zapier. It starts with one trigger, then runs one or more actions each time that trigger event happens.
- Trigger
- The event in an app that starts your Zap. Once the Zap is on, Zapier waits for it, here for something to happen in folk.
- Action
- What the Zap does after it starts: the step that writes, creates or updates something for you, like a new person in folk.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan is a monthly count of those.
- Instant trigger
- A trigger the app reports itself. folk calls Zapier as soon as the event happens, so nothing waits for a scheduled check.
- Polling trigger
- The other kind: Zapier asks the app for new items at a fixed interval set by your plan. None of the folk triggers work like that.
- Filter
- A step that lets the Zap carry on only when the data that arrived meets a condition you set, and stops it quietly otherwise.
- Search step
- A step that looks up something already in an app, such as an existing company, so later steps can reuse what it found.
What a folk Zap really costs
Short answer: the trigger is free, and every action that succeeds counts as one task.
- Trigger fired0 tasks
- Each successful action1 task
- Free plan100 tasks a month, two steps per Zap
- Premium appNo, folk runs on the free plan
folk is not a premium app, so it works on the free plan. That plan gives you 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger and one action. Add a filter, a search step or a second action and you have a multi-step Zap, which needs a paid plan. An action that fails is not counted. The interval grid below only applies to polling triggers, and folk has none, so your Zaps fire straight away on every plan.
Connect folk to Zapier in three steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. A connection is your folk account linked to Zapier once, then reused by every Zap that touches folk.
- 02
Pick folk
Type folk in the search box of the dialog, select it, then click Add connection. You need an existing folk account; Zapier does not create one for you.
- 03
Sign in and allow access
Log in to folk in the tab that opens and grant Zapier access to the account. To act on contacts you do not own, your folk user also needs read or write access on them.
Your first Zap: hand qualified leads to the sales group
GoalWhen a lead is added to your Qualified group, create that person in the group your sales reps work from, once per arrival.
- 01
Build: choose the trigger
Create a Zap, pick folk as the trigger app and
Person Addedas the event. Set the Group to Qualified. The Zap fires once each time someone lands in that group, not on later edits. - 02
Test the trigger
Click test. Zapier brings back the three most recent items from your folk account, so add a real lead to Qualified first and pick that one.
- 03
Add the filter
From the plus icon, add a Filter. In Configure & test, pick the email from the test item and a text rule that lets only filled emails through, so you never create an empty contact. This step makes the Zap multi-step.
- 04
Add the action
Add folk again with
Create Person, set the Group to your sales group, and map the name and email from the trigger into the matching fields. - 05
Test, then publish
Run the action test once and check the new person in folk, in the sales group. If it looks right, click Publish to switch the Zap on.
The 8 folk triggers, one by one
8 events start a Zap when something happens in folk, and 8 of them are instant: the app calls Zapier straight away, whatever your plan.
Company Added
Instant triggerIn Zapier“Triggers when a new company is created or added to a group.”
Starts your Zap whenever a company lands in a folk group, whether a teammate created it from scratch or simply added an existing one to that group. You get a fresh start point for anything that should happen to a new account.
Company Custom Field Updated
Instant triggerIn Zapier“Triggers when a company custom field (for example tag, status, text, assignee) is updated.”
Reacts to a change on one of your own company fields, the kind you created yourself in folk, such as a tag, a status, a free text field or an assignee. Each edit to that field is an event.
Company Removed
Instant triggerIn Zapier“Triggers when a company is deleted from the workspace or removed from a group.”
Fires when a company disappears from a group, either because someone deleted it from the workspace or because it was taken out of that group only. Both cases look the same to your Zap.
Company Updated
Instant triggerIn Zapier“Triggers when a company basic field (like name, email or URL) in a group is updated.”
Watches the standard fields of a company in a group, the basics folk gives every account, like its name, email or website URL. Custom fields are left to the trigger above.
Person Added
Instant triggerIn Zapier“Triggers when a new person is created or added to a group.”
Kicks off when a new person appears in a group, created directly or added from elsewhere in your workspace. It is the natural entry point for anything that should happen to a fresh contact.
Person Custom Field Updated
Instant triggerIn Zapier“Triggers when a person custom field (for example tag, status, text, assignee) is updated.”
Listens to one custom field on your contacts, for example the status, a tag or the assignee your team set up for a pipeline. A change to that field starts the Zap with the contact attached.
Person Removed
Instant triggerIn Zapier“Triggers when a person is deleted from the workspace or removed from a group.”
Tells you a contact has left a group, whether it was deleted from the whole workspace or only taken out of that list. Your Zap gets the event either way.
Person Updated
Instant triggerIn Zapier“Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.”
Catches edits to a contact's standard fields inside a group, things like first name, job title, email or URL. A changed job title, for instance, is enough to start the Zap.
The 4 folk actions
folk gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Company
ActionIn Zapier“Create a new contact Company in your folk group.”
Creates a company record inside a folk group, so an account exists before you attach people to it.
Create Person
ActionIn Zapier“Create a new contact Person in your folk group.”
Adds a brand new contact to the folk group you choose, filled with whatever the earlier steps passed along.
Update Company
ActionIn Zapier“Update a contact Company in your folk group.”
Changes an existing company in a folk group, targeted by its Company ID rather than by its name.
Update Person
ActionIn Zapier“Update a contact Person in your folk group.”
Edits a contact that already exists in a group, identified by its Person ID, the identifier folk gives that contact.
The 4 folk searches, and what happens when nothing matches
4 search steps look for data that already exists in folk, so a later step can use it.
A search step finds a record that already exists in folk and hands it to the next steps. In the editor, the searches sit at the bottom of the Action event list, under SEARCH. Some fields also show a + Add search step button that inserts one for you. Remember that a search makes your Zap multi-step. Three settings decide what happens next:
Find a Company
SearchIn Zapier“Find a company by matching exactly its name or one of its emails.”
Looks for a company in a group using its exact name or one of its emails, and returns the record with its ID.
Find a Person
SearchIn Zapier“Find a person by matching exactly their full name or one of their emails.”
Finds a contact in a group by full name or by one of their emails, with an exact match only.
Get a Company
SearchIn Zapier“Get a company by their contact ID”
Fetches one company straight from its contact ID, with no guessing on names.
Get a Person
SearchIn Zapier“Get a person by their contact ID”
Pulls a single contact by its Person ID, inside the group you set.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switch it on and the Zap carries on with empty values.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. folk does not offer that variant on Zapier, so you will not see it on these four searches.
- If multiple search results are found?When several records match, you can keep the first one (the default), stop the Zap, or pass all of them on at once.
When a folk Zap breaks
Zapier links no folk-specific help article and lists no folk rate limit. What breaks comes from how Zaps work in general.
Four cases are worth knowing before you publish. If one bites you anyway, the Zapier troubleshooting guide walks through the fixes.
Your existing contacts are ignored
A Zap only reacts to what happens after you switch it on. The people and companies already in your folk groups will not run through it; moving the backlog is a separate job.The Zap triggers itself in a loop
Person Updated on a group plus Update Person on that same group: each update fires the trigger again, and your monthly task count drains fast.A bulk import gets held back
Importing hundreds of contacts into a watched group sends a huge batch at once. Zapier's flood protection can hold that sudden batch back.A search finds nothing and stops
With default settings, a Find a Person that misses ends the run quietly and skips the Update Person after it. Check the exact spelling or switch the setting on.
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