Connect folk and InVision 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 InVision
Enable Integrations or automations with these events of folk and InVision
Enable Integrations or automations with these events of folk and InVision
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your folk and InVision accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in InVision (or vice versa).
Absolutely. You can customize how folk data is recorded in InVision. This includes choosing which data fields go into which fields of InVision, setting up custom formats, and filtering out unwanted information.
The data sync between folk and InVision 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 InVision. 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 InVision
InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.
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