Connect Signaturely and folk
Integrate Signaturely with folk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Person in Folk when New Document Sent in Signaturely
Create Company in Folk when New Document Sent in Signaturely
Update Person in Folk when New Document Sent in Signaturely
Update Company Details in Folk when New Document Sent in Signaturely
List Person from Folk when New Document Sent in Signaturely
Popular Signaturely + folk flows
Start from a real workflow other teams are already running.
Choose a trigger
Signaturely
When this happens...
New Document Sent
Choose an action
folk
Automatically do this!
Create Person
Create Company
Update Person
Update Company Details
List Person
List Company
Get a Company
Get a Person
Create Person in Folk when New Document Sent in Signaturely
Use this flowCreate Company in Folk when New Document Sent in Signaturely
Use this flowUpdate Person in Folk when New Document Sent in Signaturely
Use this flowUpdate Company Details in Folk when New Document Sent in Signaturely
Use this flowList Person from Folk when New Document Sent in Signaturely
Use this flowList Company from Folk when New Document Sent in Signaturely
Use this flowGet a Company in Folk when New Document Sent in Signaturely
Use this flowGet a Person in Folk when New Document Sent in Signaturely
Use this flowSearch Documents in Signaturely when Company Added in Folk
Use this flowRename Document in Signaturely when Company Added in Folk
Use this flowSupported Triggers & Actions
Everything you can automate between Signaturely and folk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Sent
Runs when a new document is sent; configure the webhook URL to receive events.
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.
Do thisActions
Action is the task that follows automatically within your Signaturely integrations.
Create Folder
Create a new folder by title; optionally make it a subfolder under a selected parent folder.
Search Documents
Search documents by term and return selected fields.
Rename Document
Rename a selected document by providing its ID and new title.
Delete Document
Delete a document by specifying its document ID.
Create Signing Request
Create a signature request from a selected template with signers and options.
List Folders
Retrieve folders, optionally from a chosen folder, include nested folders, set ordering and limit.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
Learn more
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Signaturely and folk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Signaturely and folk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach folk. No coding required.
Yes. You can set up a workflow where Signaturely triggers actions in folk, and a separate workflow where folk triggers actions in Signaturely. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Signaturely and folk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Signaturely and folk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
