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Connect folk and outline

Integrate folk with outline to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular folk + outline flows

Start from a real workflow other teams are already running.

Choose a trigger

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folk

When this happens...

Choose an action

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outline

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between folk and outline.

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 Person

Create Person

Add 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.

List Person

List Person

Seach a Person by their person ID,email,name

List Company

List Company

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

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations folk
folk + outline
folk logo

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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Integrations outline
outline + folk
outline logo

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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Frequently Asked Questions

How do I connect folk and outline?

Sign up for a free viaSocket account, then authorize both your folk and outline 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between folk and outline as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from folk to outline?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach outline. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where folk triggers actions in outline, and a separate workflow where outline triggers actions in folk. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between folk and outline. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire folk and outline integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.