Connect Klipfolio and ActiveTrail
Integrate Klipfolio with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete User from Group in Klipfolio when Contact Updated in ActiveTrail
Resend Invitation in Klipfolio when Contact Updated in ActiveTrail
Assign User to Role in Klipfolio when Contact Updated in ActiveTrail
Update Group Details in Klipfolio when Contact Updated in ActiveTrail
Delete Group in Klipfolio when Contact Updated in ActiveTrail
Popular Klipfolio + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
Klipfolio
When this happens...
- Request a new Trigger for Klipfolio
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Delete User from Group in Klipfolio when Contact Updated in ActiveTrail
Use this flowResend Invitation in Klipfolio when Contact Updated in ActiveTrail
Use this flowAssign User to Role in Klipfolio when Contact Updated in ActiveTrail
Use this flowUpdate Group Details in Klipfolio when Contact Updated in ActiveTrail
Use this flowDelete Group in Klipfolio when Contact Updated in ActiveTrail
Use this flowCreate New Tab in Klipfolio when Contact Updated in ActiveTrail
Use this flowDelete Tab in Klipfolio when Contact Updated in ActiveTrail
Use this flowCreate New Klip in Klipfolio when Contact Updated in ActiveTrail
Use this flowCreate/Update User Properties in Klipfolio when Contact Unsubscribed in Activetrail
Use this flowCreate New Group in Klipfolio when Contact Unsubscribed in Activetrail
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and ActiveTrail.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your Klipfolio integrations.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
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 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
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio and ActiveTrail 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 Klipfolio and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where Klipfolio triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in Klipfolio. 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 Klipfolio and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
