Real-time
Two-way sync
Changes in Bill or Folk CRM instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Folk CRM integration — real-time, two-way sync
Keep Bill and Folk CRM 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
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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Bill and Folk CRM
Sync customers, invoices, and payment status between Bill 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. Bill 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 Bills, Vendors, Invoices, Customers in Bill to Groups, Custom fields, Notes, Reminders 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
- 01 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
- 02 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
- 03 Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.
- 04 Push enriched contact data from a data warehouse into folk custom fields.
Common sync patterns
Payment status on the account
Invoice and payment status from Bill 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, Bill 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 Bill and Folk CRM
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.
| Bill objects | Folk CRM objects | How this pairing syncs | |
|---|---|---|---|
| Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | People Contact records; the primary entity synced with outreach and enrichment tools. | Payments is specific to Bill and People to Folk CRM — each maps to any object or custom field on the other side. | |
| Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Companies Organization records linked to people and kept aligned with billing or CS systems. | Chart of Accounts is specific to Bill and Companies to Folk CRM — each maps to any object or custom field on the other side. | |
| Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. | Bank Accounts is specific to Bill and Groups to Folk CRM — each maps to any object or custom field on the other side. | |
| Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Custom fields Group-scoped attributes that receive enriched or computed values from external systems. | Vendor Credits and Credit Memos is specific to Bill and Custom fields to Folk CRM — each maps to any object or custom field on the other side. | |
| Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. | Notes Free-text context attached to people and companies, readable for reporting. | Bills is specific to Bill and Notes to Folk CRM — each maps to any object or custom field on the other side. | |
| Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. | Reminders Follow-up items that can be created from external triggers. | Vendors is specific to Bill and Reminders to Folk CRM — each maps to any object or custom field on the other side. |
How changes propagate between Bill and Folk CRM
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Bill Folk CRM Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to Folk CRM through its API, with automatic retries and rate-limit backoff.
Folk CRM Bill Sub-second propagation
DetectionFolk CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling of list endpoints as a fallback.
DeliveryEach detected change is written to Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
- Folk CRM: Subject to the platform's API rate limits.
What ships with Bill ⇄ Folk CRM
Connect Bill and Folk CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Folk CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill or Folk CRM 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 Bill or Folk CRM record.
Observability
Monitoring
Track your Bill ⇄ Folk CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bill and Folk CRM.
How the Bill and Folk CRM connectors work
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
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
How it works
How to connect Bill to Folk CRM — 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.
- 01
Connect your apps
Authenticate Bill and Folk CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Bill
connected
Folk CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill and Folk CRM 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.
objects · Bill ⇄ Folk CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Bill Folk CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Folk CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and Folk CRM: authenticate both systems, choose the objects to sync (such as Bill's Payments and Chart of Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Bill and Folk CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Bill and Folk CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Bill–Folk CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Bill and Folk CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback. On Folk CRM: Webhook subscriptions for record events, with polling of list endpoints as a fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Bill side: Bills, Vendors, Invoices, Customers, plus custom fields where Bill exposes them. On the Folk CRM side: Groups, Custom fields, Notes, Reminders. Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams trust 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.
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:
Related integrations
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No integrations match .
