
When this happens...

Automatically do this!
Enable Integrations or automations with these events of folk and pepadocs
Create a new contact Person in your folk group .
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your folk and pepadocs accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in pepadocs (or vice versa).
Absolutely. You can customize how folk data is recorded in pepadocs. This includes choosing which data fields go into which fields of pepadocs, setting up custom formats, and filtering out unwanted information.
The data sync between folk and pepadocs 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 pepadocs. 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 MorePepaDocs is a tool used to create intervention reports. A team can use PepaDocs on various missions to edit, create, manage or classify any type of report based on available or custom templates, directly on a smartphone, computer or a tablet.
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