
When this happens...

Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new list is created.
Triggers when new item in the list is created.
Trigger when existing item in the list is updated.
Action is the task that follows automatically within your folk integrations.
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.

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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 Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in folk triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how folk data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between folk and Microsoft Sharepoint 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 Microsoft Sharepoint. 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 MoreMicrosoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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