Folk integration overview

Overview

Folk is a contact management platform that helps teams organize, enrich, and collaborate on their contacts. It lets you manage people, companies, groups, and more in a shared workspace. Persona’s Folk integration allows you to create, look up, update, and list people and groups directly from your Persona workflows, so your contact workspace reflects verified identity data without manual re-entry.

Benefits

Automate Person Creation: Create a Folk person record the moment a Persona verification completes, with verified name, contact, and organization details already attached.

Keep Records Current: Update an existing Folk person’s fields when new information becomes available from a later verification or case decision.

Organize by Group: Attach a person to one or more Folk groups as part of the same workflow step that creates or updates their record.

Look Up Before You Create: List people and groups to check for existing records before creating a duplicate.

Integration Features

Persona’s Folk integration enables automation across contact management workflows. Key capabilities include:

• List Groups: Retrieve a list of groups in the workspace.
• List People: Retrieve a paginated list of people in the workspace.
• Create Person: Create a new person record.
• Retrieve Person: Look up a single person by ID.
• Update Person: Update an existing person by ID.

Setting up the Folk integration

Prerequisites

To set up the Folk integration, ensure you have:

• A Folk workspace
• A Folk API key (available from your workspace settings)

Setting up the Folk credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Folk.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Folk API key, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Folk integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the Folk integration and choose your Folk credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Folk Operations Overview

Persona supports multiple Folk API operations for managing people and groups. These actions allow you to automate record creation, updates, and lookups, ensuring your contact workspace stays current based on Persona identity events.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Folk integration:

List Groups

Retrieve a list of groups in the workspace.

Configuration Steps:

• No required fields.
• Optionally add:
  • Limit
  • Cursor (pagination)

List People

Retrieve a paginated list of people in the workspace.

Configuration Steps:

• No required fields.
• Optionally add:
  • Limit
  • Cursor (pagination)

Create Person

Create a new person record.

Configuration Steps:

• No fields are strictly required, but at minimum a name is recommended.
• Optionally add:
  • First Name, Last Name, Full Name
  • Description
  • Birthday (ISO format)
  • Job Title
  • Groups (array of group IDs)
  • Companies (array — by name or ID)
  • Addresses, Emails, Phones, URLs
  • Custom Field Values

Retrieve Person

Look up a single person by ID.

Configuration Steps:

• Provide values for required fields:
  • Person ID

Update Person

Update an existing person by ID.

Configuration Steps:

• Provide values for required fields:
  • Person ID
• Optionally add:
  • First Name, Last Name, Full Name
  • Description, Birthday, Job Title
  • Groups, Companies
  • Addresses, Emails, Phones, URLs
  • Custom Field Values

FAQs

Can I associate a person with more than one company?

Yes. The Companies field accepts an array, so you can reference multiple companies by name or by ID on the same person record.

How do I add a person to a group?

Pass the group’s ID in the Groups field on Create Person or Update Person. Use List Groups first if you need to look up the ID.