Folk Integration — Automate Folk with AI on Beauto

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

Category: crm, contact management · 23 actions available

What you can automate with Folk

Beauto connects Folk with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Folk events, enrich Folk data with AI, or sync Folk with the rest of your stack — without writing code.

  • Sync Folk data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Folk events and route the output anywhere
  • Schedule recurring Folk tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Folk actions Beauto supports

  • Create Company — Creates a new company in the Folk workspace with the specified details. Required: company name (unique identifier). Optional: description, industry, funding details, employee range, contact info (emails, phones, urls, ad
  • Create Note — Tool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.
  • Create Person — Creates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is trea
  • Delete Company — Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
  • Delete Note — Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
  • Delete Person — Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
  • Delete Reminder — Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
  • Get Company — Tool to retrieve an existing company by its ID. Use after authentication has been verified.
  • Get Current Workspace User — Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
  • Get Note — Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
  • Get Person — Tool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
  • Get User — Tool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
  • List Companies — Tool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
  • List Group Custom Fields — Tool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.
  • List Groups — Tool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
  • List Notes — Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
  • List People — Tool to list people in the workspace. Use when you need to paginate through contacts after authentication.
  • List Reminders — Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
  • List Users — Tool to list workspace users. Use when you need to paginate through users list.
  • List Webhooks — Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
  • Update Company — Tool to update an existing company in the workspace. Use after confirming the company ID; only provided fields are updated and list fields replace existing values.
  • Update Note — Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
  • Update Person — Tool to update an existing person in the workspace. Use after confirming the person ID; only provided fields are updated and list fields replace existing values.

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