Connect folk and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
Company Added
Person Added
Company Removed
Company Updated
Person Removed
Person Updated
Choose an Action
Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Templates To Project
Update Project
Update Task
Create Task Message
Delete Task
Ready to use folk and Rocketlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
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 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.
Know More About Folk and Rocketlane Integrations
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Frequently Asked Questions
To start, connect both your folk and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how folk data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between folk and Rocketlane 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 Rocketlane. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn More
