crm · contact-management · 0 triggers · 23 actions
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently. Add Folk to your Stream Deck workflows with guided setup for the connection details it needs.
Add Folk to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Folk.
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, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.
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.
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 treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.
Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
Tool to retrieve an existing company by its ID. Use after authentication has been verified.
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Folk. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Folk action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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