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Folk Integration & Workflow Automation

Run Folk on autopilot. Keep the veto.

23 actions

Your Folk contact list grows unchecked, duplicates pile up, and wrong updates ship before you catch them. Rills proposes the merge or edit; you approve from your phone.

Try the approval demo

Interactive. No signup. 14 days free · approvals always free.

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02. The trust layer

Most automation fires first, asks later. Rills shows you the change before it ships.

Every consequential crm action from Folk arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.

Queue 3

FOLK · UPDATE CONTACT
85

Update 12 contacts with new pipeline stage?

12 contacts · stage change from Lead to Qualified

based on email engagement last 7 days

no manual update in 30 days

SWIPE → APPROVE
Illustrative. Your real proposals match your data and your approval history.
  1. Free to wait. Free to think.

    Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.

  2. Approve from your phone in five seconds.

    Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.

  3. Routine cases graduate themselves.

    Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.

03. Overview

About Folk automation

Your Folk CRM is the source of truth for pipeline stages, company records, and follow-up reminders. But one mistaken edit or a duplicate company creation cascades into bad outreach, lost deals, and trust problems with your team. You need a way to let data flow without handing over the keys.

When Folk runs unsupervised

One unchecked change ships a note to the wrong prospect. One accidental delete wipes a record your team relies on. Folk gives you full edit rights, but without a review step, a single errant click ripples through your pipeline.

  • Update Person: An automated import overwrites a contact's email with a typo; the next campaign sends to a dead address.
  • Delete Company: A scheduled cleanup removes a company that just signed a contract; the deal disappears from your pipeline view.
  • Create Person: A scraping tool adds leads with missing fields; follow-ups go out with no context.
  • Delete Reminder: An automated cleanup wipes a critical follow-up reminder; the deal goes cold because nobody followed up.

What Rills does inside Folk

Rills checks your Folk data on a schedule you set. When it finds a condition that matches a rule you defined — a duplicate group, a stale company, an incomplete contact — it assembles the proposed change and presents it for your decision. You decide which updates go through and which get discarded.

The update happens only after you give the go-ahead.

Why Folk has no triggers and how Rills fills the gap

Folk does not fire events when data changes. There is no native way to act when a contact is updated or a note is added. To build controlled Folk automation, Rills compensates by polling Folk on your schedule and combining results from your other tools.

  • Scheduled check: Rills polls List People every hour to find new contacts matching your segment; proposes assigning them to the right pipeline stage before any outreach fires.
  • Upstream trigger from your email or calendar: When a reply arrives in Gmail, Rills checks Get Person status and proposes moving the deal stage based on recent activity.
  • Data quality sweep: Rills runs a daily review using List Companies and List Group Custom Fields to spot duplicates and propose merges or deletions.
  • Reminder cleanup: Rills checks List Reminders weekly and proposes deleting stale ones you have not acted on, keeping your list lean without losing a critical date.
04. Actions

What Rills can do in Folk

6 of 23 actions across reads, writes, and updates.

  1. 01

    Create Company

    Creates a new company record in Folk with essential details like name, industry, and contact information. This helps you build and organize your business contacts and customer database in one centralized place.

  2. 02

    List Companies

    Retrieve a paginated list of companies in your workspace with optional filtering capabilities. Use this to view all your contacts, find specific organizations, or get an overview of your customer base.

  3. 03

    Create Person

    Adds a new contact to your Folk CRM with details like name, email, phone, and custom information. This helps you organize and track people important to your business in one centralized database.

  4. 04

    List People

    Retrieve and browse through all contacts stored in your workspace, with the ability to paginate through large contact lists. Use this to access your complete contact database for review, export, or integration with other tools.

  5. 05

    Update Person

    Modify contact details and information for an existing person in your CRM workspace, such as updating their job title, email, or company affiliation.

  6. 06

    Create Note

    Add internal notes to people, companies, or deals in your Folk workspace to document conversations, follow-ups, or important details. This helps you maintain a complete record of all client interactions and business context in one place.

05. NEXT MOVE

Approve every Folk change before it ships.

14 days free. No credit card. About 90 seconds to your first proposal.