View all systems 
Folkcrm
23 available actions
What your AI agent can do in Folk
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 23 actions.
Common starting points
- Get CompanyTool to retrieve an existing company by its ID.
- Get Current Workspace UserTool to get details of the current authenticated workspace user.
- Create CompanyCreates a new company in the Folk workspace with the specified details.
- Create NoteTool to create a new note in the Folk workspace.
- Update CompanyTool to update an existing company in the workspace.
- Update NoteTool to update an existing note in the workspace.
Browse all 23 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 13 actions
- Get CompanyTool to retrieve an existing company by its ID.
- Get Current Workspace UserTool to get details of the current authenticated workspace user.
- Get NoteTool to retrieve an existing note by its ID.
- Get PersonTool to retrieve an existing person by their ID.
- Get UserTool to retrieve a user by their unique identifier.
- List CompaniesTool to list companies in the workspace.
- List Group Custom FieldsTool to list custom fields for a specific group and entity type.
- List GroupsTool to list workspace groups.
- List NotesTool to list notes in the workspace.
- List PeopleTool to list people in the workspace.
- List RemindersTool to list reminders in the workspace.
- List UsersTool to list workspace users.
- List WebhooksTool to list webhooks in the workspace.
Create & communicateCreate records or send supported messagesView 3 actions
- Create CompanyCreates a new company in the Folk workspace with the specified details.
- Create NoteTool to create a new note in the Folk workspace.
- Create PersonCreates a new person in the Folk workspace with the specified details.
Update & manageChange and manage existing recordsView 3 actions
- Update CompanyTool to update an existing company in the workspace.
- Update NoteTool to update an existing note in the workspace.
- Update PersonTool to update an existing person in the workspace.
Remove & cancelRemove records or cancel supported workView 4 actions
- Delete CompanyTool to delete a company from the workspace (irreversible).
- Delete NoteTool to delete an existing note in the workspace (irreversible).
- Delete PersonTool to delete an existing person in the workspace (irreversible).
- Delete ReminderTool to delete an existing reminder in the workspace (irreversible).
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Folk
How does the agent connect to Folk?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Folk?
The page above lists the 23 actions currently available through the Folk connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Folk included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Folk is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Folk to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.