Connect Klipfolio and Apex27
Integrate Klipfolio with Apex27 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when New Contact in Apex27
Delete User from Group in Klipfolio when New Contact in Apex27
Reset Password operation in Klipfolio when New Contact in Apex27
Resend Invitation in Klipfolio when New Contact in Apex27
Create/Update User Properties in Klipfolio when New Contact in Apex27
Popular Klipfolio + Apex27 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
Apex27
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
Add User to Group in Klipfolio when New Contact in Apex27
Use this flowDelete User from Group in Klipfolio when New Contact in Apex27
Use this flowReset Password operation in Klipfolio when New Contact in Apex27
Use this flowResend Invitation in Klipfolio when New Contact in Apex27
Use this flowCreate/Update User Properties in Klipfolio when New Contact in Apex27
Use this flowDelete User Properties in Klipfolio when New Contact in Apex27
Use this flowAssign User to Role in Klipfolio when New Contact in Apex27
Use this flowRemove User from Role in Klipfolio when New Contact in Apex27
Use this flowDelete User Tab Instance in Klipfolio when New Contact in Apex27
Use this flowAdd a user to the role in Klipfolio when New Contact in Apex27
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and Apex27.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
New Listings
Triggers when a listings is created.
Updated Listings
Triggers when a listings is updated.
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 Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio and Apex27 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 Apex27 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 Apex27. No coding required.
Yes. You can set up a workflow where Klipfolio triggers actions in Apex27, and a separate workflow where Apex27 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 Apex27. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio and Apex27 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
