
When this happens...
Company Added
Person Added
Company Removed
Company Updated
Person Removed
Person Updated

Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created or added to a group.
Triggers when a new person is created or added to a group.
Triggers when a company is deleted from the workspace or removed from a group.
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Triggers when a person is deleted from the workspace or removed from a group.
Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.
Action is the task that follows automatically within your folk integrations.
Add or update Person
Create a new contact Company in your folk group .
Update a contact Person in your folk group.
Update a contact Company in your folk group.
Seach a Person by their person ID,email,name
Search a company by their Contact ID, Email, or Name.

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To start, connect both your folk and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how folk data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between folk and Nutshell 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 Nutshell. 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 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 MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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