Folk

crm 23 tools available

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

About this integration

Connect Folk to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Folk's 23 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Connect Folk to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 23 exposed

Plans All, incl. Free

Data Never trained on

Folk · in workflows

What teams actually run.

Three patterns teams run with Folk on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

23 tools available

The Folk toolbox.

Every Folk capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.

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 treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.

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.

See it run

One prompt, start to finish.

A real prompt, the Folk tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Folk task end-to-end — plan it, execute across the API, and hand back a verified result.

folk.create_company Creates a new company in the Folk workspace with the specified details. Required: company

folk.create_note Tool to create a new note in the Folk workspace. Use when you need to add a note to a pers

folk.create_person Creates a new person in the Folk workspace with the specified details. Optional fields inc · verified

done

Done. Folk responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Folk

Questions, answered.

What teams ask before connecting Folk.

01 What can I automate with Folk on Definable?

Anything Folk exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 23 Folk tools directly, then chain the result into another integration without you writing code.

02 How does Folk authentication work?

Folk uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Folk integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 23 Folk tools. You only need a separate Folk subscription if Folk itself charges per seat or per API call.

04 Is using Folk through Definable secure?

Every call from a persona to Folk is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Folk on Definable?

Sign up for Definable, open the integrations page, find Folk, and connect via OAuth or API key. You can immediately attach Folk to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Folk actions does Definable expose?

Definable exposes all 23 Folk actions as callable tools — including `Create Company`, `Create Note`, `Create Person`, plus 20 more. Each tool gets a typed parameter schema so personas know exactly how to call it.