Connect Ideanote and folk to Build Intelligent Automations
Ready to use Ideanote and folk automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
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.
Do thisActions
Action is the task that follows automatically within your Ideanote integrations.
Create Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
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.
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Frequently Asked Questions
To start, connect both your Ideanote and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in folk (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and folk 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 Ideanote and folk. 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 Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
Learn MoreAbout 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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