Connect folk and Loyverse to Build Intelligent Automations

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folk

When this happens...

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Loyverse

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Ready to use folk and Loyverse automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your folk integrations.

Create or Update Person

Create or Update Person

Add or update Person

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 Loyverse?

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

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

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

How often does the data sync between folk and Loyverse?

The data sync between folk and Loyverse 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 Loyverse?

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 Loyverse?

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

About Loyverse

Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.

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