Connect Harvestr and Klipfolio
Integrate Harvestr with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when New User Is Created in Harvestr
Delete User from Group in Klipfolio when New User Is Created in Harvestr
Reset Password operation in Klipfolio when New User Is Created in Harvestr
Resend Invitation in Klipfolio when New User Is Created in Harvestr
Create/Update User Properties in Klipfolio when New User Is Created in Harvestr
Popular Harvestr + Klipfolio flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an action
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add User to Group in Klipfolio when New User Is Created in Harvestr
Use this flowDelete User from Group in Klipfolio when New User Is Created in Harvestr
Use this flowReset Password operation in Klipfolio when New User Is Created in Harvestr
Use this flowResend Invitation in Klipfolio when New User Is Created in Harvestr
Use this flowCreate/Update User Properties in Klipfolio when New User Is Created in Harvestr
Use this flowDelete User Properties in Klipfolio when New User Is Created in Harvestr
Use this flowAssign User to Role in Klipfolio when New User Is Created in Harvestr
Use this flowRemove User from Role in Klipfolio when New User Is Created in Harvestr
Use this flowDelete User Tab Instance in Klipfolio when New User Is Created in Harvestr
Use this flowAdd a user to the role in Klipfolio when New User Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Klipfolio.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
About Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr and Klipfolio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Harvestr and Klipfolio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Klipfolio. No coding required.
Yes. You can set up a workflow where Harvestr triggers actions in Klipfolio, and a separate workflow where Klipfolio triggers actions in Harvestr. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Harvestr and Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
