Integrations
Keep your stack. Add your co-worker across it.
Folio connects to trusted apps and uses only the capabilities you approve. It works across your tools to help engage clients, deliver work and handle admin.
§ Orchestration
Keep your stack. Add your co-worker across it.
Folio sits across your CRM, PM system, chat app and client portal. It understands the context and helps turn activity into client engagement, billable delivery and admin progress.
Your existing stack
Connected apps
CRM · finance · agreements · automation
Productivity
Microsoft
Productivity
Notion
Docs & knowledge
Webflow
Web
HubSpot
CRM
Growth
Figma
Design
Canva
Design
GitHub
Engineering
Stripe
Finance
Xero
Finance
DocuSign
Agreements
Zapier
Automation
n8n
Automation
PostHog
Analytics
Availability varies by tool and is confirmed during onboarding - some integrations are live, some in beta, some planned. Folio uses only the capabilities you approve, subject to your permissions.
§ How it connects
How it connects.
1
Connect a trusted app
Authorise the tool through Folio's plugin layer for trusted app capabilities.
2
Choose what Folio can do
Approve specific capabilities by action type. Sensitive actions still ask first.
3
Folio works across them
It reads context and takes approved client, delivery, and admin action across the tools at once.
§ Add your agency's missing co-worker
Client work moving.
Same headcount.
Delegate your first client, delivery, or admin job with approvals on.