Skip to content
CRM ⇄ Accounting and finance

Folk CRM to Rillet integration — real-time, two-way sync

Keep Folk CRM and Rillet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Folk CRM and Rillet

Sync customers, invoices, and payment status between Rillet and Folk CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Folk CRM knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Credit Memo, Bill, Journal Entry, Invoice Payment in Rillet to Custom fields, Notes, Reminders, People in Folk CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Mirror folk groups into a reporting database to track pipeline and outreach coverage.
  • Keep folk and a billing or customer success tool aligned on company records as deals close.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Folk CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Folk CRM, Rillet gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Folk CRM when chasing a balance, and sales sees that the chase is happening.

What you can sync between Folk CRM and Rillet

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Folk CRM objects Rillet objects
People Contact records; the primary entity synced with outreach and enrichment tools. Bill Synced with incremental and full sync per the Stacksync docs.
Companies Organization records linked to people and kept aligned with billing or CS systems. Journal Entry Synced with incremental and full sync per the Stacksync docs.
Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. Invoice Payment Synced with incremental and full sync per the Stacksync docs.
Custom fields Group-scoped attributes that receive enriched or computed values from external systems. Charge Synced with incremental and full sync per the Stacksync docs.
Notes Free-text context attached to people and companies, readable for reporting. Reimbursement Synced with incremental and full sync per the Stacksync docs.
Reminders Follow-up items that can be created from external triggers. Custom Field Synced with incremental and full sync per the Stacksync docs.
What ships with Folk CRM ⇄ Rillet

Connect Folk CRM and Rillet for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–Rillet connection.

Real-time

Two-way sync

Changes in Folk CRM or Rillet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Folk CRM or Rillet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Folk CRM or Rillet record.

Observability

Monitoring

Track your Folk CRM ⇄ Rillet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Folk CRM and Rillet.

How the Folk CRM and Rillet connectors work

Folk CRM

Integration surface
REST API
Authentication
API key (Bearer token)
Change detection
Webhook subscriptions for record events, with polling of list endpoints as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

How to connect Folk CRM to Rillet — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Folk CRM and Rillet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Folk CRM connected
    Rillet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Folk CRM and Rillet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Folk CRM ⇄ Rillet
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Folk CRM Rillet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Folk CRM and Rillet integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Folk CRM and Rillet.

Popular · 8 of 386
All Folk CRM integrations All Rillet integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own