STEP 1
Connect Apptivo 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.
Apptivo and folk Integration
Connect Apptivo and folk to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apptivo and folk
Detailed info you need to know about Apptivo and folk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to folk
Set up your Apptivo and folk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo 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 Apptivo and folk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and folk work in WEXTL?
WEXTL exposes actions and triggers for Apptivo 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.
Apptivo triggersfolk actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
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.
Frequently asked questions
Common questions about connecting Apptivo and folk.
Connect your Apptivo 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 Apptivo's "Watch Cases" fires, WEXTL can "Add a Group Member" in folk. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); 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. Apptivo-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 Apptivo (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 Apptivo + 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 Apptivo and folk integration.
- Apptivo and folk integration source code, module specs and credentials implementation.
- Our Apptivo and folk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo 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.
- Apptivo integration information
- folk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library