ActionFolkUpdated June 2026

How do I attach a note to a Folk record?

Short answer: Drop the "FolkCreate Folk Note" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Person ID
person_id
stringRequired
Note Body
content
stringRequired
Sample request
{
"person_id": "{{trigger.person_id}}",
"content": "{{trigger.content}}"
}
Returns
{
"id": "note_abc",
"content": "...",
"createdAt": "2026-05-11T00:00:00Z"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Folk Note.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Create Folk Note.

What does the Create Folk Note action do in Folk?
Attaches a markdown note to a person or company in Folk. For "call summary → log in CRM" or "customer feedback → add to their record" workflows.
What inputs does Create Folk Note require?
Required: Person ID, Note Body. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Folk returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Folk Note support batch operations?
Yes. Run Create Folk Note inside a Loop node to process arrays. Tiny Command handles Folk's rate limits automatically so you don't have to throttle manually.
More actions

Other Folk actions.

Action
Create Folk Company
Creates a company record in Folk CRM with name, domain, custom fields. Useful for "new B2B prospect → add company record before contact" workflow patterns.
Action
Create Folk Person
Creates a person record with email, name, company association, custom fields. The base hook for "form submission → push to Folk" sync workflows in relationship-driven agencies and consultancies.
Action
Find Folk Person by Email
Returns the first matching person by email. The standard "find before create" pattern; returns empty if no match for branching logic.
Action
List Folk Groups
Returns every group (Folk's list/segment construct) with name and member count. Useful for resolving group IDs at workflow setup.
Action
Update Folk Person
Partial update — only passed fields change. For "Clearbit enriched this person → write back to Folk" augmentation workflows.

Send create folk note from your workflows.

Triggered by anything in the catalog. Free tier available. No credit card.