
When this happens...

Automatically do this!
Create Person
Create Company
Update Person
Update Company
Search Person
Search Company
Get a Company
Get a Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created or added to a group.
Triggers when a new person is created or added to a group.
Triggers when a company is deleted from the workspace or removed from a group.
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Triggers when a person is deleted from the workspace or removed from a group.
Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.
Action is the task that follows automatically within your ConvertApi integrations.
Retrieve ConvertAPI account details including email, API key, conversion usage, and account status.
Convert a publicly accessible DOCX file URL into a PDF and return the generated PDF download URL.
Convert a public PDF URL into JPG image(s) and return downloadable JPG file URL(s).
Create a new contact Person in your folk group .
Create a new contact Company in your folk group .
Update a contact Person in your folk group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ConvertApi and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertApi triggers actions in folk (or vice versa).
Absolutely. You can customize how ConvertApi data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between ConvertApi and folk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ConvertApi and folk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
ConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.
Learn MoreFolk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
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