Reference

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.

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.

Delete Company

Permanently removes a company record from your workspace. Use this when you need to clean up duplicate entries, outdated company information, or records that are no longer relevant to your business.

Get Company

Retrieve detailed information about a specific company in your CRM by looking up its ID, allowing you to access company profiles, contact details, and business data whenever needed.

Update Company

Modify company details in your workspace by updating fields like name, industry, location, or contact information. This helps keep your customer database current without affecting other stored information.

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.

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.

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.

Delete Person

Permanently removes a person record from your workspace. Use this when a contact needs to be deleted from your CRM system.

Get Person

Retrieve complete profile information for a specific person in your Folk CRM using their unique ID. This is useful when you need to access detailed contact or customer data quickly.

List Group Custom Fields

Retrieve all custom fields configured for a specific group and entity type to understand what additional data you can capture or manage for that group.

List Groups

Retrieve all groups in your workspace to organize and manage team structures or customer segments. This helps you understand how your contacts are categorized and segmented across your CRM.

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.

Delete Note

Permanently remove a note from your workspace when it's no longer needed or was created by mistake. This action cannot be undone, so use it only when you're certain the note should be deleted.

Get Note

Retrieve the full details of a specific note you've saved in your CRM, including its content and metadata. Use this when you need to reference or review important information attached to a contact or deal.

List Notes

Retrieve all notes stored in your workspace with support for pagination to browse through them efficiently. This helps you quickly access and review customer interactions, follow-ups, and important information you've documented.

Update Note

Modify an existing note in your workspace to keep customer information, follow-ups, and internal observations current. Update only the specific fields you need to change without affecting other note details.

Delete Reminder

Permanently removes a reminder from your workspace when it's no longer needed or relevant. Use this to keep your reminder list clean and organized.

List Reminders

Retrieve a paginated list of all reminders in your workspace, with optional filtering by specific contacts or entities to help you stay organized and on top of follow-ups.

Get Current Workspace User

Retrieves the profile information of the currently authenticated user in your Folk workspace, allowing you to access details like name, email, and user ID for personalization and verification purposes.

Get User

Retrieve detailed information about a specific user in your Folk workspace, including their contact details and profile information. This is useful when you need to verify user data or pull information for internal records.

List Users

Retrieve a paginated list of all workspace users in your Folk CRM instance. This helps you see everyone in your organization and manage team access.

List Webhooks

Retrieve all configured webhooks in your workspace to see which systems are connected and receiving real-time updates from Folk. This helps you manage integrations and verify that critical business processes are properly automated.