Folio GatherUp

When lead captured in Folio, sync it to GatherUp.

When a lead is captured in Folio, sync customer contact info to GatherUp.

Try:

See all Folio + GatherUp integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Folio Explore Folio →

Triggers
New contact or lead

Fires when a new contact or lead is added to Folio.

Contact updated

Fires when a field on a contact changes in Folio.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Folio.

Deal won

Fires when a deal is marked won in Folio.

Actions
Create or update contact

Creates or updates a contact in Folio.

Create deal

Creates a new deal in Folio.

Update record stage

Moves a deal or record to a new stage in Folio.

Log activity

Logs a call, email, or note against a record in Folio.

GatherUp Explore GatherUp →

Triggers
New form response

Fires when a form is submitted in GatherUp.

Survey completed

Fires when a respondent finishes a survey in GatherUp.

Response updated

Fires when an existing response is edited in GatherUp.

Actions
Create or update form

Creates or updates a form or survey in GatherUp.

Retrieve a response

Looks up a specific form response in GatherUp.

Add a respondent

Adds a respondent or contact to a form in GatherUp.

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

See all Folio + GatherUp integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When lead captured in Folio, sync it to GatherUp.” between Folio and GatherUp?

Yes — describe it in the box above and Knit's Integrations Agent researches Folio and GatherUp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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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