Connect Klipfolio and Cliengo
Integrate Klipfolio with Cliengo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create/Update User Properties in Klipfolio when New Customer/Contact in Cliengo
Resend Invitation in Klipfolio when New Customer/Contact in Cliengo
Reset Password operation in Klipfolio when New Customer/Contact in Cliengo
Add User to Group in Klipfolio when New Customer/Contact in Cliengo
Remove a User from Role in Klipfolio when New Customer/Contact in Cliengo
Popular Klipfolio + Cliengo 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
Cliengo
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Create/Update User Properties in Klipfolio when New Customer/Contact in Cliengo
Use this flowResend Invitation in Klipfolio when New Customer/Contact in Cliengo
Use this flowReset Password operation in Klipfolio when New Customer/Contact in Cliengo
Use this flowAdd User to Group in Klipfolio when New Customer/Contact in Cliengo
Use this flowRemove a User from Role in Klipfolio when New Customer/Contact in Cliengo
Use this flowRemove User from Role in Klipfolio when New Customer/Contact in Cliengo
Use this flowReset Password operation in Klipfolio when Updated Customer in Cliengo
Use this flowRemove User from Role in Klipfolio when Updated Customer in Cliengo
Use this flowAssign User to Role in Klipfolio when New Customer/Contact in Cliengo
Use this flowDelete User Properties in Klipfolio when Updated Customer in Cliengo
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and Cliengo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or 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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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 Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio and Cliengo 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 Cliengo 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 Cliengo. No coding required.
Yes. You can set up a workflow where Klipfolio triggers actions in Cliengo, and a separate workflow where Cliengo 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 Cliengo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio and Cliengo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
