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Beyond-Bot.ai + folk
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to folk.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in folk.
Trigger Workflows
Start automated workflows in folk based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within folk.
Folk Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Folk Delete Company
Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.
Folk Folk Delete Person
Tool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.
Folk Folk List Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Folk Get Company
Tool to retrieve an existing company by its id. use after authentication has been verified.
Folk Get Current Workspace User
Tool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.
Folk Get Person
Tool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.
Folk List Groups
Tool to list workspace groups. use when you need to retrieve a paginated list of all workspace groups after authentication.
Folk List People
Tool to list people in the workspace. use when you need to paginate through contacts after authentication.
Folk List Users
Tool to list workspace users. use when you need to paginate through users list.
Folk Update Company
Tool to update an existing company in the workspace. use after confirming the company id; only provided fields are updated and list fields replace existing values.
Folk List Group Custom Fields
Tool to list custom fields for a specific group and entity type. use after selecting a group and entity type to inspect available custom fields.