Connect folk and brex partner referrals to Build Intelligent Automations
Enable Integrations or automations with these events of folk and brex partner referrals
Enable Integrations or automations with these events of folk and brex partner referrals
Triggers
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
Person Updated
Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.
Actions
Create Person
Create a new contact Person in your folk group .
Create Company
Create a new contact Company in your folk group .
Update Person
Update a contact Person in your folk group.
Update Company
Update a contact Company in your folk group.
Search Person
Seach a Person by their person ID,email,name
Search Company
Search a company by their Contact ID, Email, or Name.
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Frequently Asked Questions
To start, connect both your folk and brex partner referrals accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in brex partner referrals (or vice versa).
Absolutely. You can customize how folk data is recorded in brex partner referrals. This includes choosing which data fields go into which fields of brex partner referrals, setting up custom formats, and filtering out unwanted information.
The data sync between folk and brex partner referrals 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 folk and brex partner referrals. 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.
About folk
Folk 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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About brex partner referrals
The Brex Partner Referrals app offers a no-code solution for partners to access Brex's onboarding API.
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