Connect folk and canopy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for folk
Choose an Action
Automatically do this!
- Request a new Action for canopy
Enable Integrations or automations with these events of folk and canopy
Enable Integrations or automations with these events of folk and canopy
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 canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in canopy (or vice versa).
Absolutely. You can customize how folk data is recorded in canopy. This includes choosing which data fields go into which fields of canopy, setting up custom formats, and filtering out unwanted information.
The data sync between folk and canopy 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 canopy. 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.
Learn MoreAbout canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
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