STEP 1
Connect Agile CRM and folk
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and folk Integration
Keep Agile CRM and folk in sync by integrating their events and actions. When crm events happen in Agile CRM, update the folk automatically - without any line of code in visual workflow builder.
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How to connect Agile CRM to folk
Set up your Agile CRM and folk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and folk nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and folk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and folk work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and folk that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
folk triggersAgile CRM actions
folk modules
- Add a Group MemberAdds a member to a group.
- Create a CompanyCreates a company in the workspace.
- Create a GroupCreates a group in the workspace.
- Create a Group Custom FieldCreates a custom field on a group.
- Create an InteractionLogs an interaction with a person or a company.
- Create an ObjectCreates an object in a group.
- Create a NoteCreates a note on a person, company, or object.
- Create a PersonCreates a person in the workspace.
- Create a ReminderCreates a reminder on a record.
- Create a TaskCreates a task on a record.
- Create People in BatchCreates several people in one request.
- Delete a CompanyDeletes a company from the workspace.
- Delete an InteractionDeletes a logged interaction.
- Delete an ObjectDeletes an object from a group.
- Delete a NoteDeletes a note.
- Delete a PersonDeletes a person from the workspace.
- Delete a ReminderDeletes a reminder.
- Delete a TaskDeletes a task.
- Delete Companies in BatchDeletes several companies in one request.
- Delete Objects in BatchDeletes several objects of one type in one request.
- Delete People in BatchDeletes several people in one request.
- Get a CompanyReturns a single company.
- Get a Group Custom FieldReturns a single custom field.
- Get an InteractionReturns a single interaction.
- Get an ObjectReturns a single object.
- Get a NoteReturns a single note.
- Get a PersonReturns a single person.
- Get a ReminderReturns a single reminder.
- Get a TaskReturns a single task.
- Get a UserReturns a single workspace user.
- Get the Current UserReturns the user for this API key.
- List CompaniesRetrieves a list of companies.
- List Group Custom FieldsRetrieves the custom fields for one entity type in a group.
- List Group MembersRetrieves the members of a group.
- List GroupsRetrieves a list of groups.
- List NotesRetrieves a list of notes.
- List ObjectsRetrieves the objects of one type in a group.
- List Past InteractionsRetrieves past interactions for one record.
- List PeopleRetrieves a list of people.
- List RemindersRetrieves a list of reminders.
- List TasksRetrieves a list of tasks.
- List Upcoming InteractionsRetrieves upcoming interactions for one record.
- List UsersRetrieves the users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Task as DoneRecords a task as finished.
- Mark a Task as to DoReturns a finished task to the to-do list.
- Remove a Group MemberRemoves a member from a group.
- Update a CompanyUpdates a company in the workspace.
- Update a GroupUpdates a group's name or visibility.
- Update a Group Custom FieldUpdates a custom field on a group.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and folk.
Connect your Agile CRM and folk accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when folk's "Watch Company Created" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); folk has 57 actions (including Add a Group Member, Create a Company, and Create a Group). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-folk automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or folk) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + folk automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and folk integration.
- Agile CRM and folk integration source code, module specs and credentials implementation.
- Our Agile CRM and folk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and folk — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- folk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library