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Folk

Next-gen CRM for people, companies, deals, notes, and relationship-focused workspaces.

Helps relationship-led teams that organize people and companies, log notes on entities, and curate deals across a shared workspace.

Sign in to connect Folk

Sign in to connect an account and start using Folk in your apps.

Example Use Cases

These are example ways Snow can use Folk when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Create Company

Creates a new company in the Folk workspace with the specified details. Required: company name (unique identifier). Optional: description, industry, funding details, employee range, contact info (emails, phones, urls, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.

Create Note

Tool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.

Create Person

Creates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.

Delete Company

Tool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.

Delete Note

Tool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.

Delete Person

Tool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.

Delete Reminder

Tool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.

Get Company

Tool to retrieve an existing company by its ID. Use after authentication has been verified.

Get Current Workspace User

Tool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.

Get Note

Tool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.