Connect folk and Copilot
Integrate folk with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular folk + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
folk
When this happens...
Company Added
Person Added
Company Removed
Company Updated
Person Removed
Person Updated
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Message Channel in Copilot when Company Removed in Folk
Use this flowUpdate Company in Copilot when Person Added to Folk
Use this flowCreate Link on Copilot when Person Added to Folk
Use this flowUpdate a Note in Copilot when Company Removed in Folk
Use this flowCreate Folder in Copilot when Company Updated in Folk
Use this flowUpdate a Note in Copilot when Person Removed in Folk
Use this flowUpdate a Note in Copilot when Person Added to Folk
Use this flowCreate File in Copilot when Person Added to Folk
Use this flowCreate Folder in Copilot when Company Added in Folk
Use this flowCreate Link on Copilot when Person Removed in Folk
Use this flowSupported Triggers & Actions
Everything you can automate between folk and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your folk integrations.
Create Person
Add Person
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.
List Person
Seach a Person by their person ID,email,name
List Company
Search a company by their Contact ID, Email, or Name.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your folk and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between folk and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where folk triggers actions in Copilot, and a separate workflow where Copilot triggers actions in folk. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between folk and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire folk and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
