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folk + Stan

folk + Stan

folk + Stan integrations

Create persons in folk for each new customer in Stan

With this workflow, whenever you add a new customer in the Stan app, their information is instantly transferred to the Folk app by creating a new person entry. It's an efficient method that saves time you'd otherwise spend on manual data entry, ensuring your records in both apps stay up-to-date and consistent. Enhance productivity by streamlining the process of managing customer information across multiple platforms.

When this happens...
New CustomerTriggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
TriggerPolling
automatically do this!
Create PersonCreate a new contact Person in your folk group.
ActionWrite

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More things you can do with Stan and folk

Discover other triggers and actions you can use with Stan and folk

- Product (optional)
Trigger
Polling
Try It
New Membership
Triggers when a customer purchases a recurring membership.
Trigger
Polling
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It

- Group
  Required
Trigger
Instant
Try It
- Group
  Required
- Name
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write

- Group
  Required
- Company ID
  Required
- Name
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Query
  Required
Action
Search
- Group
  Required
- ID
  Required
Action
Search

Cancelled Membership
Triggers when a customer's cancelled membership expires.
Trigger
Polling
Try It
Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Trigger
Instant
Try It
- Group
  Required
- Custom field
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
- Custom field
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
- Full Name
- First Name
- Last Name
- Current Company
- Birthday
- Job Title
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Person ID
  Required
- Full Name
- First Name
- Last Name
- Current Company
- Birthday
- Job Title
- Addresses
- URLs
- Emails
- Phones
- Description
Action
Write
- Group
  Required
- Query
  Required
Action
Search
- Group
  Required
- ID
  Required
Action
Search

About folk

folk is the next generation CRM for teams

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Related categories

CRM (Customer Relationship Management)

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About Stan

Designed for Creators to set up their Stan Automations

Learn moreLearn moreHelpHelp

Related categories

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier