Connect folk and EveryDollar to Build Intelligent Automations

Choose a Trigger

folk

When this happens...

Choose an Action

EveryDollar

Automatically do this!

Enable Integrations or automations with these events of folk and EveryDollar

Enable Integrations or automations with these events of folk and EveryDollar

Triggers

Company Added

Company Added

Triggers when a new company is created or added to a group.

Person Added

Person Added

Triggers when a new person is created or added to a group.

Company Removed

Company Removed

Triggers when a company is deleted from the workspace or removed from a group.

Company Updated

Company Updated

Triggers when a company basic field ( like name, email or URL) in a group is updated.

Person Removed

Person Removed

Triggers when a person is deleted from the workspace or removed from a group.

Person Updated

Person Updated

Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.

Request a new Trigger for folk

Actions

Create Person

Create Person

Create a new contact Person in your folk group .

Create Company

Create Company

Create a new contact Company in your folk group .

Update Person

Update Person

Update a contact Person in your folk group.

Update Company

Update Company

Update a contact Company in your folk group.

Search Person

Search Person

Seach a Person by their person ID,email,name

Search Company

Search Company

Search a company by their Contact ID, Email, or Name.

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Frequently Asked Questions

How do I start an integration between folk and EveryDollar?

To start, connect both your folk and EveryDollar accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in EveryDollar (or vice versa).

Can we customize how data from folk is recorded in EveryDollar?

Absolutely. You can customize how folk data is recorded in EveryDollar. This includes choosing which data fields go into which fields of EveryDollar, setting up custom formats, and filtering out unwanted information.

How often does the data sync between folk and EveryDollar?

The data sync between folk and EveryDollar typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from folk to EveryDollar?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between folk and EveryDollar?

Yes, you can set conditional logic to control the flow of data between folk and EveryDollar. 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.

folk

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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EveryDollar

About EveryDollar

EveryDollar is a budgeting tool designed to help individuals and families manage their finances effectively. It provides users with a simple and intuitive platform to create budgets, track expenses, and achieve financial goals.

Learn More