When this happens...
New or Update Contact

Automatically do this!
Create Person
Create Company
Update Person
Update Company
Search Person
Search Company
Get a Company
Get a Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created or Updated.
Triggers when a new company is created or added to a group.
Triggers when a new person is created or added to a group.
Triggers when a company is deleted from the workspace or removed from a group.
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Triggers when a person is deleted from the workspace or removed from a group.
Action is the task that follows automatically within your Sendme integrations.
Update contact in Sendme.
Create contact in Sendme
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.

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 Sendme and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in folk (or vice versa).
Absolutely. You can customize how Sendme 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 Sendme 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 Sendme 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.
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn MoreFolk 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 More