Connect folk and ERP Docs
Integrate folk with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular folk + ERP Docs 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
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when Company Added in Folk
Use this flowCreate Document from Template in ERP Docs when Company Added in Folk
Use this flowGet Bulk Send Batch from ERP Docs when Company Added in Folk
Use this flowGet Bulk Send Rows from ERP Docs when Company Added in Folk
Use this flowGet Documents from ERP Docs when Company Added in Folk
Use this flowSend Document Reminder via ERP Docs when Company Added in Folk
Use this flowDelete Brand Profile in ERP Docs when Company Added in Folk
Use this flowGet Brand Profiles from ERP Docs when Company Added in Folk
Use this flowUpdate Brand Profile in ERP Docs when Company Added in Folk
Use this flowCreate Brand Profile in ERP Docs when Company Added in Folk
Use this flowSupported Triggers & Actions
Everything you can automate between folk and ERP Docs.
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
Create a person with name, job, contacts, company, groups, and custom field values.
Create Company
Create a new company in a selected Folk group, including contact info, basic details, funding, and custom fields.
Update Person
Update a contact Person in your folk group.
Update Company Details
Update a company by name or ID and set selected fields, groups, contacts, and custom fields.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating folk and ERP Docs free
No credit card required. Set up your first workflow in minutes.
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 ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your folk and ERP Docs 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 ERP Docs 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 ERP Docs. No coding required.
Yes. You can set up a workflow where folk triggers actions in ERP Docs, and a separate workflow where ERP Docs 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 ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire folk and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
