Connect Klipfolio and Avaza to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Klipfolio
Choose an Action
Automatically do this!
Get All Projects
Get a Section
Get All Companies
Get All Invoices
Get a Contact
Get All Contacts
Get All Bills
Create Contact
Create Project
Create a Task
Update Project
Delete a Task
Get All Tasks
Stop Timer
Create Invoice
Create Estimate / Quote
Create Bill
Create company
Ready to use Klipfolio and Avaza automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
New Task
Trigger when a new task is created.
New Timesheet
Trigger when a new timesheet entry 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.
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Frequently Asked Questions
To start, connect both your Klipfolio and Avaza accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in Avaza (or vice versa).
Absolutely. You can customize how Klipfolio data is recorded in Avaza. This includes choosing which data fields go into which fields of Avaza, setting up custom formats, and filtering out unwanted information.
The data sync between Klipfolio and Avaza typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Klipfolio and Avaza. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
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