Connect Joget and Klipfolio
Integrate Joget 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 CRM Account in Joget
Delete User from Group in Klipfolio when New CRM Account in Joget
Reset Password operation in Klipfolio when New CRM Account in Joget
Resend Invitation in Klipfolio when New CRM Account in Joget
Create/Update User Properties in Klipfolio when New CRM Account in Joget
Popular Joget + Klipfolio flows
Start from a real workflow other teams are already running.
Choose a trigger
Joget
When this happens...
New CRM Account
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 CRM Account in Joget
Use this flowDelete User from Group in Klipfolio when New CRM Account in Joget
Use this flowReset Password operation in Klipfolio when New CRM Account in Joget
Use this flowResend Invitation in Klipfolio when New CRM Account in Joget
Use this flowCreate/Update User Properties in Klipfolio when New CRM Account in Joget
Use this flowDelete User Properties in Klipfolio when New CRM Account in Joget
Use this flowAssign User to Role in Klipfolio when New CRM Account in Joget
Use this flowRemove User from Role in Klipfolio when New CRM Account in Joget
Use this flowDelete User Tab Instance in Klipfolio when New CRM Account in Joget
Use this flowAdd a user to the role in Klipfolio when New CRM Account in Joget
Use this flowSupported Triggers & Actions
Everything you can automate between Joget and Klipfolio.
When this happensTriggers
A trigger is an event that starts a workflow.
New CRM Account
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
Do thisActions
Action is the task that follows automatically within your Joget integrations.
App version list
Retrieves all version of an app.
List All Apps
Retrieve a list of all available apps.
List Published Userviews
Retrieve a list of published userviews for an app.
List Published processes
Return all published app processes available in the Joget instance.
List forms of an specific App
Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.
List CRM Accounts
Retrieve a list of completed processes from the configured Joget Cloud instance.
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 Joget
Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
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 Joget 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 Joget 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 Joget triggers actions in Klipfolio, and a separate workflow where Klipfolio triggers actions in Joget. 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 Joget and Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Joget 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.
