Folio GatherUp

Folio + GatherUp Integrations, Built by an AI Agent

Put Folio + GatherUp to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Folio and GatherUp below — describe the exact one you want above and the Agent builds it on demand.

Folio + GatherUp When a lead is captured in Folio, sync customer contact info to GatherUp. See details
Convert form responses into CRM contacts When a prospect submits a new form response in GatherUp, automatically create or update their contact profile in Folio. See details
Send customer feedback surveys on closed deals When a deal is marked won in Folio, automatically add the customer as a respondent in GatherUp to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in GatherUp, automatically log the activity under their profile in Folio so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Folio and GatherUp?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Folio and GatherUp

Everything Folio and GatherUp can do inside a workflow — the triggers that start one and the actions that run when it fires.

Folio Explore Folio →

An email-integrated transaction management and relationship management tool that helps professionals organize client communications, timelines, and files.

Triggers
Demo Viewed

Triggers when demo is opened.

Lead Captured

Triggers when new lead is captured.

GatherUp Explore GatherUp →

GatherUp is a customer experience and review management platform that collects feedback through automated surveys and requests.

Triggers
New Customer

Triggers when a customer is added.

Negative Feedback Trigger

Zap will be triggered whenever a customer leaves a rating at or below the number you choose.

Positive Feedback Trigger

Zap will be triggered whenever a customer leaves a rating at or above the number you choose.

Actions
Create Customer

Creates a new customer in GatherUp and optionally sends a feedback request.

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Customer Stories

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Huynh H
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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Folio + GatherUp

Is there a pre-built Folio + GatherUp automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Folio and GatherUp's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Folio or GatherUp connector?

No. The Agent works whether or not Folio or GatherUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Folio?

Yes, inbound responses from GatherUp can instantly generate new lead records or deals in Folio without manual data entry.

Can I send survey invitations based on deal updates in Folio?

Yes, when a deal is won or updated in Folio, you can automatically add the contact as a respondent in GatherUp to collect feedback.

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