Connect Klipfolio and Agile CRM
Integrate Klipfolio with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete User Properties in Klipfolio when New Contact in Agilecrm
Add a user to the role in Klipfolio when New Contact in Agilecrm
Create New Tab in Klipfolio when New Contact in Agilecrm
Update Tab Details in Klipfolio when New Contact in Agilecrm
Delete Klip from Tab in Klipfolio when New Contact in Agilecrm
Popular Klipfolio + Agile CRM 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
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Delete User Properties in Klipfolio when New Contact in Agilecrm
Use this flowAdd a user to the role in Klipfolio when New Contact in Agilecrm
Use this flowCreate New Tab in Klipfolio when New Contact in Agilecrm
Use this flowUpdate Tab Details in Klipfolio when New Contact in Agilecrm
Use this flowDelete Klip from Tab in Klipfolio when New Contact in Agilecrm
Use this flowAdd User to Group in Klipfolio when New Deal in Agilecrm
Use this flowReset Password operation in Klipfolio when New Deal in Agilecrm
Use this flowAssign User to Role in Klipfolio when New Deal in Agilecrm
Use this flowRemove a User from Role in Klipfolio when New Deal in Agilecrm
Use this flowUpdate Group Details in Klipfolio when New Deal in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and Agile CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
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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AI will build it for you
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 Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio and Agile CRM 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 Agile CRM 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 Agile CRM. No coding required.
Yes. You can set up a workflow where Klipfolio triggers actions in Agile CRM, and a separate workflow where Agile CRM 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 Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
